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What is a filter and how do I create one?

A filter allows you to view leads based on a specific set of criteria. When you're in the 'all leads' view,  you can create filters in order to see leads that are based on specific information. Start the process by clicking the 'filter' button on the top right-hand side.

 

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You'll then have the option to create a rule based on any data field in the system. Click the drop-down to select your data field. You also have the option to add '+AND' and '+OR' rules using the buttons beside and below the drop-down. 

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For example, say you wanted to view all of the leads that have come through your school website. Simply select 'enquiry source' from the list, then select 'equals', and select 'Website' from the next list. You'll now see all of the leads that comply with your conditions and may choose to save this as a segment by clicking 'save.'

 

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If you click 'save,' you'll be presented with a pop-up asking you to save the segment and name it.

 

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Once you've named your segment and have clicked the 'create segment' button, you'll be taken to your segment view where your new segment will appear on the left-hand side. 

 

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Need a hand navigating filters? Get in touch with our friendly support team who will be more than happy to give you a hand. 

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