Best ways to use filters

Guide to use filters in order to generate customized reports

Step-1: Open the dashboard and after going to the lead tab, click on the button named Filters

Step 2: By Clicking on the Filter Button, you will see a pop-up menu giving you options to filter your leads by the options listed below:

Company: You can use this filter to assign different teams working on different companies.

• Country: If you’ve different sales teams working on different shift times, they can easily generate the CSV files after applying filters and start working on their assigned leads.

• Assignee: For leads already assigned to a specific team member, one/manager can download the report to analyze/discuss progress.

Pages: This can be used when specific marketing campaigns are being executed and the performances of those specific pages need to be analyzed

Sources: This filter is used to target leads that came from specific sources/marketing channel like google, LinkedIn, Traek etc.

• Date Range: You can download, last week or last month or last quarter leads using this feature.

Technologies: If your team wants to target companies using specific technologies, they can use this filter.