We have new and exciting filters in your DealMachine! You can see it when you go to the Leads view and click All Filters.
To use a filter, simply follow these steps:
Go to Leads.
Click All Filters.
Select a filter and click Apply.
If you're not seeing an 'APPLY FILTERS' button after selecting filters, this is normal because DealMachine automatically activates filters and updates the display based on your selections.
For example: You want to filter your leads by the lead status "With Marketing".
Click All Filters.
Click Lead Information > Lead Status > (is equal to any of) With Marketing.
Click Confirm.
Click Apply.
If you want to add/combine more filters, you can do that by using the ADD or OR option.
Hope this helps! 😊