Filtering leads
Unlock the power of advanced filters to connect with the right prospects.
Our mobile CRM makes it easy to filter and organize your leads. If you’re used to Excel or Google Sheets, you’ll find our tools intuitive and efficient.
Quickly spot leads that need your attention. Our advanced filters help you see who requires follow-ups and who you should check in with—all with just a few taps.
Task Filters:
Locate leads based on whether they have tasks assigned or are lacking follow-ups, site visits, or any scheduled activities. This helps you prioritize your follow-ups effectively and ensures that nothing slips through the cracks. Identify leads based on task types or due dates, like upcoming follow-ups within the next 7 days.
Due Dates: Find leads with follow-ups due in the next 7 days.
Task Types: filter leads by task type (e.g., follow-ups, meetings)
Custom Field Filters:
Excel-like Filtering: Access all available filters easily—no hassle. Sort and organize your leads just like you would in Excel, allowing you to find leads you need quickly
Filter leads using custom fields you’ve set up, such as:
Deal Value: For instance, view leads with deals above 10,000.
Property Type: Filter leads tagged as 2BHK.
Business Type: Sort leads based on their classification (e.g., Retailer, Wholesaler).
Activity Filters:
View data around your sales activities, including calls, follow-ups, messages, quotations, and invoices. Every task generates an activity log, enabling you to review your entire team's efforts over time.:
Locate leads who were called in the last 7 days.
View leads where notes were added within a specific timeframe.
Identify leads with tasks or site visits completed in the last month.
🗂️ Sorting Options to Keep Leads Organized
Sort your leads as you would sort rows in a spreadsheet:
Name: Alphabetically sort leads by name.
Phone: Organize leads by phone numbers.
Activity Date: Sort by the most recent activity recorded for each lead.
Follow-Up Date: Arrange leads based on their next scheduled follow-up.
Sale Value: Order leads by deal or sale value.
Custom Fields: Sort based on any custom field (e.g., property type or business value).
Filter Options
📆 Date Added: Filter leads by the date they were added to your CRM.
🏷️ Labels: Group leads using labels you’ve applied (e.g., Hot Lead, New Client).
🆔 Status: Filter by the lead's current status (e.g., New, In Progress, Closed).
🌐 Source: Identify leads by their source, like website sign-ups or ad campaigns.
👥 Teams: View leads assigned to a specific team in your organization.
👤 Employees: See which leads are assigned to individual team members.
🔎 Easy Search Functionality
Search through your leads as you would search in a spreadsheet:
Search by Any Field: Enter names, phone numbers, emails, notes, or any other detail to find leads instantly.
Additional Filters for Quick Access
🗂️ Unassigned: Find leads that haven’t been assigned to a team member. Helps ensure every lead is being handled and no potential client is left unattended.
📅 No Follow-Up Task: Spot leads without any scheduled follow-up tasks. Makes it easy to identify leads that may need your attention to keep them engaged.
🆕 Untouched: Identify new leads that haven’t been contacted yet. Ensures you reach out to fresh opportunities quickly, maximizing your chances of conversion.
📞 No Calls: Locate leads with unsuccessful contact attempts (e.g., multiple call attempts with no answer). Helps you focus on leads who may need a different approach to get in touch successfully.
📉 Stale Leads: Find leads with no activity in the last 2 weeks. Identifying stale leads allows you to re-engage potential clients before they forget about you.
🗃️ All Lists: Search across all lead lists simultaneously. Streamlines your search process, saving time when you need to find leads quickly.
🧹 Duplicate: Quickly find and merge duplicate leads to keep your database clean. Ensures your lead list is accurate, preventing confusion and helping you maintain clear communication.
Why These Filters Matter for Sales
Using these filters effectively allows you to focus on the right leads at the right time, improving your chances of closing deals. They simplify your workflow by helping you identify which leads need your attention, ensuring that no opportunity is missed and your sales efforts are maximized. By keeping your data organized and up-to-date, you can work smarter, not harder, leading to better sales performance.
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