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On this page
  1. How To?!
  2. Manage Leads

Filter Leads

Use various criteria to narrow down the list of leads.

PreviousExport LeadsNextCustomize Leads List View

Last updated 9 months ago

To filter leads

  1. Go to the "Leads" section.

  2. Click on "Advanced Filter"

  1. Select the criteria such as status, source, or assigned agent.

  2. Click "Apply" to view the filtered list.