Lead List Filters

Make finding your leads easy with Lead List Filters

Emma Holmes avatar
Written by Emma Holmes
Updated over a week ago

πŸ‘‹ Have you ever wanted to filter your leads to identify certain categories?Β 

Well, Lead List Filters are the way to go!!

πŸ‘‰First, go to the 'Leads' tab on the left-hand panel πŸ‘‡

πŸ‘‰Next, you can click the filter button on the top right-hand side of the page πŸ‘‡

πŸ‘‰From there you get to decide what to filter by, by clicking 'Add criteria' πŸ‘‡

πŸ‘‰Now, find the criteria you were wanting to filter by πŸ‘‡

πŸ‘‰And then you can pull up the specifics for what you are looking for in the chosen criteria πŸ‘‡

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​NOTE: That will pull up all of the leads in your account that include that! You will also be able to use multiple features at one time by going through the steps againΒ 

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Β πŸ‘‰You can create AND/OR statements as well to filter your leads even more!πŸ‘‡

Β πŸ‘‰Add 2 or more criteria to your filter, choosing AND/ORπŸ‘‡

πŸ‘‰Last, you may want to save the filter. You can easily do this by clicking 'Save Filter' at the top right, entering a name and clicking 'Save' πŸ‘‡

🎊 Nice job, you've created your first Lead List Filter! 

If you have any questions you can send an email to help@structurely.com and we will get back to you!

πŸš€ The Structurely Team

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