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How to Filter all Leads?

Lead filtering helps you quickly narrow down your lead list and focus on specific groups of leads. This makes it easier to find relevant records, monitor lead activity, and perform targeted follow-ups without manually searching through all leads.

Steps

    Navigate to the CRM page.

    Filter by Recent Activity

      Locate the Recent Active filter on the CRM page.

      Click the filter to view recently active leads.

      You can also filter leads based on activity from the last seven days.

      Filter by Email Status

        In the Email column, click the filter icon.

        Select one of the available options:

          Good

          Bad

          Empty

          All

          The CRM will display leads matching the selected email status status.

          Filter by Phone Status

            In the Phone column, click the filter icon.

            Select one of the available options:

              Good

              Bad

              Empty

              All

              The CRM will display leads matching the selected phone status status.

              Filter by createdCreated Date

                In the Created Date column, click the filter icon.

                Select a predefined date range or specify a custom date range.

                Apply the filter.

                The CRM will display leads created within the selected date range.

                Filter by tagsTags

                  In the Tags column, click the filter icon.

                  FilterSelect Byone Stageor more tags.

                  Apply the filter.

                  The CRM will display leads assigned to the selected tags.

                  Filter by sourceStage
                  > Mention

                  In whatthe isStage includecolumn, previousclick the filter icon.

                  Select one or more stages.

                  Apply the filter.

                  The CRM will display leads assigned to the selected stages.

                  Filter by Source

                    In the Source column, click the filter icon.

                    Select one or more sources.

                    Apply the filter.

                    The CRM will display leads associated with the selected sources.

                    Note: When filtering by source, the CRM includes leads that currently have the selected source as well as leads that have had the selected source at any point in their source history.

                    Result

                    The CRM will display only the leads that match the selected filter criteria, making it easier to locate, organize, and manage specific groups of leads.

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