Geteilte Anleitung

How to filter and search leads

Learn how to efficiently filter and search for leads in your inbox by setting up custom filters.

victoriaworkflowsvictoriaworkflows
·5 Schritte·58 Aufrufe·Veröffentlicht

Learn how to efficiently filter and search for leads in your inbox by setting up custom filters. This step-by-step guide walks you through navigating to the leads section, adding specific criteria like overdue status, and saving your selections for streamlined lead management.

Step-by-step Guide5 Schritte

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Add new filter

    Click Add new filter
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  3. Click Next activity status

    Click Next activity status
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  4. Click Overdue

    Click Overdue
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  5. Click Save

    Click Save
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