There are a number of ways to drill down and find the exact set of lead(s) you are looking for.
Applying a Filter
Go to the leads page and click "Add Filter".
Choose the filter you would like to apply. Once the filter is applied, the lead stats above, and the lead list below will be updated.
Calls Made / Emails Sent
Select a range of calls or emails. For example view all leads called 1-3 times.
Stage
Select all the leads in certain sales stages.
Status
Filter your leads by status, from Prospect to Won, Lost, or Invalid.
Assignee
Select from a list of users. This is a great way to see individual agents' sales performance.
Source
Select from a list of lead sources. This is a great way to view lead performance by channel.
Last Touch
The 'Last Touch' filter tracks the most recent interaction recorded for each lead in your database. These interactions can include calls, emails, or other communication activities. By customizing these filters, you can fine-tune your lead management process to stay organized and efficient.
Advanced Tips for Lead Management
Regularly update and save filtered views for seamless workflow continuity.
Combine filters, such as the 'Last Touch Direction' and 'Last Touch (Timeframe),' for detailed insights into your outreach efforts.
Use the 'Last Touch' column in conjunction with other sorting options to prioritize lead follow-ups effectively. By leveraging these techniques, you can ensure that your lead management strategy remains both efficient and effective.
Created At / Closed At
Select a timeframe for the leads you want to view.
Custom Fields
You can also filter by custom fields.
Sorting Leads
After applying a filter, you can click on any column name to sort the leads alphabetically or chronologically, depending on the column you clicked on.
