How to filter leads based on specific conditions?
Users can use the filter icon in the Leads Listing page to view leads that fall under a specific condition. For example, if a user wants to view a list of leads that are from the Education industry, then a filter based on the condition; Industry equals Education can be applied. The article covers the steps to be followed for filtering out leads from the lead pool, based on specific conditions.
Prerequisites
- Permissions: Any profile with permission to read & read all access on leads
- Product Plans: All
- Activities to be Completed: None
Steps
Step 1
Click on 'Leads' tab on the homepage. This will lead to the all leads page.
Step 2
Click on the filter icon on the top right corner of the page close to the 'Add' button. This will pop up a side panel, in which the user will have the provision to set the filtering conditions.
Step 3
Select the columns based on whose values the results should be filtered; by clicking on the '+' button inside the panel. eg: owner, company name, etc.
Step 4
After step 3, a set of input boxes (a drop-down and a text box); grouped by the column-name selected in step 3 will be displayed. If multiple columns were selected there will be multiple sets of input boxes displayed. Select the operator / condition (equals, contains, in etc.) from the drop-down list and type the value in the text box.
Step 5
After step 4, click on the 'Apply' button on the bottom right corner of the Filter panel. Now the filtered list of leads will be displayed on the page.
Related Articles
How to update Leads in Bulk?
When a lead is created by a user, there are chances that for some valid reason bulk action update would be required. This article covers the steps to be followed for updating / deleting leads in bulk based on the clients current requirement. Which ...How to bulk Update leads in Kylas CRM?
This article covers the steps for bulk updating the leads, the dependencies and pre-requisites for executing the feature, glossary/definition of domain specific entities associated with the process of creating a lead. What is a lead? Prerequisites ...How to bulk reassign leads in Kylas CRM?
This article covers the steps for reassigning the leads in bulk, the dependencies and pre-requisites for executing the feature, glossary/definition of domain specific entities associated with the process of creating a lead. What is a lead? ...How to share Leads with other users/teams?
In Kylas CRM, there is a provision for users/teams to collaborate on a lead. The owner of a lead can share the same with a user or a team. The article covers the steps to be followed for sharing a lead with specific users or teams. What is the ...How to add notes in specific to a lead in Lead Details page?
Notes help salespeople to record important information regarding a Lead. This article covers the steps to be followed for adding notes specific to a lead, on the Lead details page. Prerequisites Permissions: Any profile with special access on lead & ...