We've made some changes to the way you're able to filter leads in Funnel. By logging and navigating to Leads > Filter in the top navigation, you'll notice that the lead field type has been split into categories that better suit the filter you've selected.
It's important to note that you're using a saved lead filter view where several conditions are using a legacy filter, these filters will be removed or migrated soon, so please choose a different filter. A pop-up notification like the one below will indicate if you've selected a legacy filter.
Below, we've included some examples to help you convert your old lead property filter into this new format.
| Old lead property filter | New lead property filter |
| Lead > Stage | Pipeline Stages > {Stage} > Contact is in stage |
|
Guardian > First Name |
Guardian Properties > First Name |
|
Guardian > Last Name |
Guardian Properties > Last Name |
|
Guardian > Email |
Guardian Properties > Email |
|
Guardian > Phone |
Guardian Properties > Phone |
|
Guardian > Gender |
Guardian Properties > Gender |
|
Guardian > Disallow Communication |
Guardian Properties > Disallow Communication |
|
Data Sources > Source Form |
Lead Sources > Form > {Form} |
|
Data Sources > Source Form Entry Status |
Lead Sources > Form > Entry Status |
|
Data Sources > Action Data Sources > Source Type Data Sources > Occurred at |
Lead Sources > {Source Type} > {created|updated} > {Date Range} |
|
Data Sources > Entry ID |
Lead Sources > Form > Entry ID |
|
Activity > Type Activity > Logged By Activity > Occurred At
|
Lead Activities > {Activity Type} > {Logged By|Occurred At} > {Value} |
|
Events > Event Name |
Events > {Event Type} > {Event} > Contact registered for event |
|
Events > Event Type |
Events > {Event Type} > {Any} > Contact registered for event |
|
Events > Start At
|
Events > {Event Type|Any} > {Event|Any} > Starts At |
|
Events > Location |
Events > {Event Type|Any} > {Event|Any} > Location |
|
Events > Attendance |
Events > {Event Type|Any} > {Event|Any} > {Attendance} |
|
Events > Registered At
|
Events > {Event Type|Any} > {Event|Any} > Registered At |
If you need a hand with updating your old lead filters, please contact Digistorm Support support@digistorm.com
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