Article Overview
This article will demonstrate how to filter your leads list in the SalesRabbit web app and demonstrate how to enable certain custom fields as filtering options.
TIP: This ability is only available for roles allowing access to Viewing and Managing Leads from the Settings > Roles and Permissions page.
Accessing your leads
- You can access your SalesRabbit leads in the web app by logging in and using the left-hand menu to navigate to: SalesHub > Leads
- Your filters can be accessed by clicking the filter/funnel icon in the top right-hand corner
Filtering Options:
- Date Created | When the lead was first entered into the system
- Last Updated | includes any lead change (ie phone number update)
- Last Status Update | any lead status alteration - created or modified
- Appointment | any lead with an appointment listed in the Lead Detail page
- Status | Lead Status types
- Lead Owner | the SalesRabbit user who is the lead owner
Setting Your Filters
- Choose one of the date type options to filter by and select the desired date range.
(Date created, last updated, last status, update, or appointment)- Be sure to click done to save your selection settings
- NOTE: you can clear a selected date range by clicking "clear" in the bottom left-hand corner
- Select which lead statuses you would like to filter by.
- You can select all or narrow your selection by clicking on the desired lead statuses.
- NOTE: Your lead statuses may appear differently, based on your accounts customizations.
- Choose the lead owners that you wish to filter by.
- You can select individuals alphabetically, or you can select groups in the org chart or rolls tab.
- Apply your filters by clicking done in the bottom, right-hand corner.
Custom Field Filtering
TIP: Custom Field Filtering can be enabled for pro accounts or higher. If you have a pro account (or higher) and would like this enabled, please contact our support and submit that request. Navigate to the custom lead fields article for info on creating custom lead fields.
After enabling custom field filtering on your account, you can add up to 5 Text, Dropdown, and API type custom fields as options to filter for. You can select which fields are filterable from the custom field page under settings.
Navigate to the custom field you'd like to filter for and enable it by using the toggle. This field will then become filterable in the WebApp and Mobile App for all accounts in your company.
- WebApp custom lead field filter (leads page):
- Mobile App (iOS) custom lead field filter:
Pro Tips
- Only use one date range filter at a time
- Use the "reset" filters button to view all leads that have been updated in the last 7 days.
- If you have a Pro account (or higher), you can request to turn on Custom Field filter and select which custom fields to filter for.