To optimize your workflow and streamline lead management, consider a time-saving strategy: save frequently used filters. This enables efficient lead sorting for future reference, enhancing your overall productivity within the DealMachine app.
There are 2 places where you can save filters - in the Map and the Leads tab.
Map
You built a list in the Map and would like to save the filters you've used because you plan to use the same set of filters again in the future. While you have the filters selected, click More and click Save Filter. In the future, view your saved filters by navigating to More and clicking Saved Filters.
Note: You can only save filters after selecting two or more filters from the More tab.
All of your team members will be able to view and use your Saved Searches.
Leads
Go to Leads.
Select and enable filters (can be a Quick filter or filters from All Filters).
Click Save Filter.
To use the saved filters in the future, click All Filters in the Leads view and click Saved Filters.
Then, select a filter to use and click Apply.
That's it! 😊