Lead filters

This feature lets you find leads that match one or more conditions. You can apply several filters at the same time. If you export leads while the filters are active, only the filtered leads will be exported.

Step 1: Go to the Leads section

• In the left side menu, click on the Leads option.

• You'll be taken to the list of existing Leads
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Step 2: Opening the filters menu

• In the top right corner, click on the Filters option.

  
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• The available filter options are:

  • Tags

  • Address

  • Deals

  • Lists

  • Products

  • Agent

  • Source

  • Additional fields

  • Creation date

  • Last purchase

  • Number of deals

Step 3: Applying filters

To apply a filter you have to click on the option you want and select or type what you want to filter.

In particular, the filters for Tags, Deals, Lists, Products, and Agent have operation options like:
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• Contains some of the selected options;

  • Contains all the selected options;

  • Does not contain any of the selected options;

You can combine multiple operations in the same filter, and with other filters, whether they have operations or not.

Step 4: Viewing and removing filters

• Viewing

  • The filters applied on the Leads screen show up below the search bar:

• Removal
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  • You can remove filters in two ways, one way is to click the "x" for the applied filter:

• The second way is to open the filters menu and click the filter that is selected, and it will be removed: