How to Access Advanced Filters?

Introduction

On the Lead or Application Manager listing page, you can now filter out the leads at your convenience, to plan your lead nurturing strategies and analyze the lead quality. This custom view can also be saved by the Save Quick View option. This will help you track and monitor leads/applications with just a click instead of repeatedly using advanced filters.

To access the Lead/Applicant Listing page, go to the main menu and navigate to Leads > Manage Leads.

How will it Work? 

Step 1: Navigate to Lead Manager > Advanced Filter.
Step 2: Search the field for which you want to see the data, select the operator, and choose the respective value. You can select the criteria of your search whether for all the conditions (in case of ‘And’) or for either of the conditions (in case of ‘OR’)
Step 3: After applying the relevant filters. Click on the “Apply” button.

To save this view: 

• Click on Save Quick View.

• Enter View Name (should be unique)

• To make this view a default one, enable the toggle "Enable this view as default".

To access the above saved view:

• Click on the dropdown or the link next to Quick View.

• Click on the unique view name that you had saved.

For Example: Dynamic date in Save Filter

You can save any filter with any date type field to check lead/application data based on dynamic date. To save a filter:

• Go to Lead / Application Manager

• Click on Advanced Filter

• Select any date type field with condition and date type value option

Example: User Registration Date ----- between ----- Yesterday

What will be dynamic about the above saved view?

Data appearing in the above filter will be dynamic and reflected based on "Yesterday" which was selected in the advanced filter.

So, if you click on this saved view today, it will fetch the data of those leads who registered yesterday whereas if you click on this saved view tomorrow, it will dynamically fetch the data of the leads who registered today and so on.