Skip to content
  • There are no suggestions because the search field is empty.

Advanced Lead Search and Smart Filters

Search your leads with precision and save commonly used filters for quick access using Smart Filters.

 

Why This Feature Matters

 

 

Advanced lead search and Smart Filters empower you to:

 

  • Target specific lead behaviors and attributes quickly

  • Save time by storing frequent searches as one-click filters

  • Personalize follow-up and outreach based on lead engagement patterns

 

 

 

 

Step-by-Step Instructions

 

 

 

Using the Advanced Lead Search

 

 

  1. Navigate to Leads → Lead Dashboard.

  2. Click the Advanced Search button on the right side of the Manage Leads page.

  3. A Select Criteria dropdown will appear under the All Leads tab.

  4. Choose a filter category (e.g., Birthday) from the dropdown.

  5. A second dropdown will appear based on your chosen criterion (e.g., Is Present, Is In The Next).

  6. Some filters will trigger a third input field (e.g., enter “7” for “Is In The Next 7 days”).

  7. Click Add Filter to apply the criteria. Each filter appears in a row above the dropdown.

  8. Repeat the process to stack multiple filters and build complex queries.

  9. To remove any filter, click the X icon at the far right of that filter row.

 

 

As you build your filters, the matching lead list updates in real-time.

 

 

 

Creating and Using Smart Filters

 

 

  1. After building your search, click Save as Smart Filter.

  2. Enter a name (required) and description (optional).

  3. Once saved, it appears as a Smart Filter specific to your user account.

  4. Click Edit Smart Filters to manage your saved filters:

     

    • Drag to reorder using the handle icon

    • Edit or delete individual filters

     

  5. To edit a filter:

     

    • Click Edit, adjust your search criteria on the dashboard, then click Update Smart Filter.

     

  6. To set a default filter:

     

    • In the Edit Smart Filters screen, check the box beside the Smart Filter you want to load by default when visiting the Lead Dashboard.

     

 

 

 

 

Best Practices

 

 

  • Name your Smart Filters clearly (e.g., “New Leads - Last 7 Days”).

  • Keep your most-used Smart Filters at the beginning of the row for fast access.

  • Set a default Smart Filter to speed up your daily lead dashboard load time.

  • Review and update saved filters periodically to reflect changing workflows.

 

 

 

 

Troubleshooting Common Issues

 

 

  • Can’t find a Smart Filter you saved? Smart Filters are user-specific. Make sure you’re logged in as the same user who created it.

  • Not seeing expected results? Review each filter’s criteria and adjust as needed to broaden or narrow your search.

 

 

 

 

FAQs

 

 

Can Smart Filters be shared across users?

No. Smart Filters are tied to the individual user account and are not shared.

 

How many Smart Filters can I save?

There’s no formal limit, but only a certain number will be easily visible on the screen at once. Use the reorder option to prioritize.

 

Will setting a default Smart Filter speed up loading?

Yes. It bypasses the default “All Leads” view and loads your saved filter directly.