Check this 2 minute video to learn all you need to know about filters.
Create a filter
Above the leads list, click the "All leads" droplist to open the filter panel.
In the filter panel you can load, edit, delete and create filters. To create a new filter, click "Create new filter".
In the new filter view, give your filter a name and add the criteria for your filter using groups of AND/OR conditions.
Example, to create a filter showing only leads from Sweden, give the filter an appropriate name ("Sweden") and then set the filter to look for leads where [Country] [is] [Sweden].
Choose to filter by these different values
- Country. Set the filter to show only leads from a specific country.
- Score. Filter will show leads exceeding a given value.
- Page Url. The filter shows only leads who visited a page on your web site matching your criteria. Note! The url values are only the paths (starting with "/"). Start typing part of a url and we will suggest values based on the data we have.
When creating or editing a filter, check the checkbox for "Show as custom tab" to add this filter as a custom tab above the leads list. A shortcut for your most used filters.
Click "Save filter" to create and save your filter.
Note: Filters are personal and will not show up in your colleagues accounts.
Edit or delete a filter
In the filter panel, click the little cogwheel icon next to your filter to open the options for this specific filter. Choose to edit or delete.