Advance Filters - Lead Summary
Last updated
Last updated
In the pipeline lead summary or campaign lead summary, you can filter out leads based on the following criteria
Lead details
Users
Status
Stages
Tags
Creation date
Assignment date
Contact source
Follow up
Call attempts
You can also save any specific view that you want to use again and again. for a filter that have to be put again and again to see the details, you can save that view by clicking on the "Save Filter" button
After clicking on the button you can save the filter view with the name you want