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: 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.
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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.