How to apply FILTER in All Lead

Log in to your CRM account and navigate to the "All Leads" list.
Look for a button or option labeled "Filter".
Click the "Filter" or "Sort" button to open the filter options.
Choose the criteria you want to filter by. For example, you may want to filter by From to Date, lead source, Lead type, Disposition, Sub-Disposition, Attend status, Attempted, Called by, Project & Search.
Enter the specific values you want to filter by. For example, if you are filtering by Lead Source, you may select a platform like Facebook, Instagram, Walkin, Website, CP, Youtube etc as your filter value.
After Selecting Filter, click on the "Apply" button.
After you have applied the filter, the "All Leads" list should show only leads that meet your specified criteria.

Last updated 2 years ago

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Log in to your CRM account and navigate to the "All Leads" list.
Look for a button or option labeled "Filter".
Click the "Filter" or "Sort" button to open the filter options.
Choose the criteria you want to filter by. For example, you may want to filter by From to Date, lead source, Lead type, Disposition, Sub-Disposition, Attend status, Attempted, Called by, Project & Search.
Enter the specific values you want to filter by. For example, if you are filtering by Lead Source, you may select a platform like Facebook, Instagram, Walkin, Website, CP, Youtube etc as your filter value.
After Selecting Filter, click on the "Apply" button.
After you have applied the filter, the "All Leads" list should show only leads that meet your specified criteria.

Last updated 2 years ago

Was this helpful?