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.