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Important Filters and Overviews

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How to filter leads, most important filters, how to use system overviews

  • Most Important Filters 
  • Filter Leads Who Viewed Property 3 or More Times
  • How to filter leads based on when they’ve last contacted you?
  • Task overview page
  • How to find leads based on their address?
  • Last E-mail Activity
  • Call Result Filter: Talked to Lead
  • Group Filters
  • Navigating the filter section of the CRM dashboard
  • Pausing a Filter
  • How to Pin Saved Filters to Your Dashboard
  • Filter Leads Who Have Campaigns Assigned
  • Mass Email Overview
  • Mass SMS Overview
  • SMS Overview
  • Sample Tags to Use
  • Email Overview
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