Filtering leads

Only see the leads you want

You can set up lead filters to show you exactly which leads you want on your leads page.

  • Filter by Date
  • Filter by Lead type (Known or anonymous leads) 
  • Filter by Status (Old leads and new leads)
  • Filter by Bot used
  • Filter by Appointments
  • Filter by Tags

How to apply filters

Go to your leads page 
Click on the filter you want to edit
Select which filters you want (some filters may let you select more than one)
Click on apply filters

How to clear filters

Each time you apply a filter, we will save that filter to your lead page to save you re-applying each time you visit.

So to remove this filter all you have to do is click on X symbol next to the filter name.

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