Managing Leads · Filters

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Filter your leads according to tags, sales step...

Finding the information you are looking for can’t take too long – sales reps are busy people.

The information has to be easily accessible. Of course you can use the search engine, but if you’re looking for a number of leads in a certain category (such as a specific city, and still active), you will need filters.

Inside no it’s really easy to find this information. At the top of every page there is a "Filter" button. Filters work on tags but also pipeline steps, starred leads, ... which is why it's very important that you personalize your sales steps, as well as create categories with predefined tags.