Lead Filtering

Created by Hito Sumi, Modified on Wed, 13 Dec, 2023 at 8:57 AM by Hito Sumi

Here you will find how to filter and view leads with LimePhone.

We will take a look at filtering Leads within your Dashboard.
 
Filtering Leads
 
This can be done by going to Dashboard > Call Reports
 
View Calls, Leads, Scheduled Call, Outbound Calls, Missed Calls, Answered Calls and All Calls.
 
You can also filter Leads down by date as shown.
 
A Quick Filer View allows you to view Your Leads, Unassigned, All Assigned, New, Closed, Bad Fit and Favorites.
 
You can are able to filter the view by Lead Owner, Agent, Call Type, Lead Score etc.
 
Each filter allows you to perfectly view and organize your leads according to your preferences.