Best ways to use filters

Update date : 12 Dec 2022 | 2 Min Read

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.

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Ujjwal Sikriwal
Article by
Ujjwal Sikriwal

Ujjwal Sikriwal helps users to understand and get the best out of traek for their website driven business. He works for the growth of Traek Users business and showing them value in working with traek.

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