Finding the exact filter you need is now faster and more intuitive with the categorized layout. Instead of scrolling through a long alphabetical list, you can quickly locate filters grouped logically by their function, or use the search bar instead.
Step-by-Step Instructions
Log in to your CRM and navigate to your main lead or contact dashboard.
Click the Filters button to open the filter sidebar.
Scroll through the category headers to find the specific function you need. You will see filters grouped into logical categories, such as:
Communication: Houses all filters related to calls, emails, and texts.
Lead Detail: Contains specific attribute filters like Lead type and Mortgage type.
Lead Activity: Features engagement metrics, including the newly added Last Liked Property filter.
Select your desired filters by clicking on them (single select)
Click Apply Filters at the bottom of the menu to update your list based on your chosen criteria.
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