The lead/opportunities list can be filtered for a few different
reasons. One is to narrow down the list by criteria to find specific records.
Another is to give you a count of leads/opportunities, based on your selected
As an example, if you wanted to know how many of your leads are
churches, you could select "Church" from the Industry Type drop-down list. Click the "Filter List"
button. You can see the total records
label above the list has changed and gives you a total count of all
leads/opportunities who are classified as churches. The list has also changed, and
displays only churches.
To get started, select either Constituents (CRM) or Sales and Marketing > Leads - from the main menu on the left hand side.
This will open the list of your leads. To filter the list click the "Filter List"
The Filter List panel
will open above the lead list...
Choose criteria to filter the list. Use as many of the filters as
you need, you can choose one or many items depending on how you would like to
narrow your results. Leads can be filtered by:
- Team Member
- Lead/Opportunity Type
- View Leads With Status
- Other Affiliations
- Lead Category
- Acquisition Source
- Lead Weight
- Industry Type
- Organization Size
- Precincts (Select District First)
- Is Student
- Needs Follow Up
- Date for Follow Up
- Date Lead Was Created
- Date of Last Contact
Click the "Filter List" button and the list will display
only the leads/opportunities that meet the selected criteria.
Filters are persistent, meaning even after viewing and or editing
a record, the filter you are using will still be in place when you come back to
the main list. You can reset the list by clicking the "Cancel Filter"
also save your filters, to use again at a later time. After you filter the list
open the filters menu by clicking the icon in
the filter box. When the filter menu opens choose "Save Filter" This
will bring up the "Add A New Filter" window. Enter a name for the
filter and click the "Add This Filter" button. The window will close,
and your filter will be saved. To load a filter at a later time, open the filters menu again but
this time choose "Load Filter". A list of saved filters will be
displayed. Click the filter you want to load. The filter will be applied and
your list will display according to the filter criteria. To delete a filter, open the filters menu again but this time
choose "Delete Filter". A list of saved filters will be displayed.
Click the filter you want to delete. The filter will be deleted, the filter box
will close and the list will be reset back to its original state.