Overview
Use filters on the Lead Manager screen to create lists of leads you look at regularly. Filter leads by user, geography, product, marketing information, status, and more. Save filters to quickly access the leads that matter most to you.
Key Functionality
Filtering lets you:
Segment leads by workflow, user, geography, product, and other available fields.
Include or exclude leads marked Do Not Contact or Do Not Email.
Save filters for reuse under Quick Filters.
Reorder saved filters.
Delete saved filters you no longer need.
How to Use Filters
Before you begin
Select the workflow you want to apply the filter to:
Click My Leads
Select the workflow you want to filter:
Create a Filter
Open the filter panel on the Lead Manager screen.
Click Create Filters
Enter the Parameter, Operator, and Value.
Select Apply Filters.
To Save the Filter
Enter a name under Save My Filter As.
Select Apply Filter.
Use a Saved Filter
Open Quick Filters.
Select the saved filter you want to use.
Change an applied filter
Select Change Filter.
Manage filter order
Drag and drop filters into the order you want.
Select Save Filter Order.
Delete a saved filter
Go to Quick Filters.
Hover over the saved filter until the trashcan icon appears.
Select the trashcan icon.
Filter options
Option | What it does |
Change Filter | Change an already applied filter. |
Create Filter | Create a new filter. Select Add Filter, choose a Parameter, Operator, and Value, then select the Add Filter button. |
Manage Filters Order | Drag and drop filters to reorder them, then select Save Filter Order. |
Quick Filters | Displays all saved filters for ease of use. |
Best practices
Save filters you use often and give them names you will recognize.
Select the correct workflow before applying a filter.
Use Quick Filters to switch between common lead lists quickly.
FAQ
What can I filter leads by?
You can filter by workflow, user, geography, product, marketing information, status, and other available lead fields.
Can I save a filter for later?
Yes. Enter a name under Save My Filter As, then select Save and Apply Filter.
How do I find a saved filter?
Open Quick Filters to see all saved filters.
How do I delete a saved filter?
Go to Quick Filters, hover over the filter, and select the trashcan icon.
Can I change the order of saved filters?
Yes. Use Manage Filters Order, drag and drop filters, then select Save Filter Order.