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 date
  • Filter lead type (Known or anonymous leads) 
  • Filter by status (Old leads and new leads)
  • Filter by bot used
  • Filter by appointments

How to apply filters

1
Go to your leads page 
2
Click on the filter you want to edit
3
Select which filters you want (some filters may let you select more than one)
4
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 the filter you want to remove and click clear.

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