--- title: Advanced Search and Smart Filters in the Leads Dashboard description: Learn how to use Advanced Search and Smart Filters in Sierra Interactive’s CRM to segment leads, create dynamic call lists, and improve your follow-up strategy—whether from your lead dashboard or Lead Pond. image: https://www.sierrainteractive.com/wp-content/uploads/2022/07/Website-Preview-V2A.jpg --- [Skip to content](https://help.sierrainteractive.com/helpcenter/advanced-search-and-smart-filters-in-the-leads-dashboard#main-content) [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new?hsLang=en) [![Sierra Interactive logo](https://help.sierrainteractive.com/hs-fs/hubfs/sierra%20interactive%20logo.png?width=250&height=34&name=sierra%20interactive%20logo.png)](https://help.sierrainteractive.com/helpcenter?hsLang=en) - [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com) - [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767) - [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities) Show submenu for Training & Learning - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy) - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources) Show submenu for Live Training Sessions - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538) - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732) - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435) - [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured) - [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive) - [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/) - [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays) - [System Status](https://status.sierrainteractive.com/) Open main navigation Close main navigation - [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com) - [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767) - [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities) Show submenu for Training & Learning - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy) - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources) Show submenu for Live Training Sessions - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538) - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732) - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435) - [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured) - [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive) - [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/) - [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays) - [System Status](https://status.sierrainteractive.com/) - [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new) Search Help Center - There are no suggestions because the search field is empty. 1. [Help Center](https://help.sierrainteractive.com/helpcenter?hsLang=en) 2. [Lead Management](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en) 3. [Platform Tools](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#platform-tools) July 23, 2026 # Advanced Search and Smart Filters in the Leads Dashboard ## Build targeted lead lists and save your most-used searches for one-click access in Sierra Interactive's CRM. ### Table of Contents 1. [Overview](https://help.sierrainteractive.com/helpcenter/advanced-search-and-smart-filters-in-the-leads-dashboard#overview) 2. [Using Advanced Search](https://help.sierrainteractive.com/helpcenter/advanced-search-and-smart-filters-in-the-leads-dashboard#using) 3. [Creating and Managing Smart Filters](https://help.sierrainteractive.com/helpcenter/advanced-search-and-smart-filters-in-the-leads-dashboard#create) 4. [Smart Filter Use Cases](https://help.sierrainteractive.com/helpcenter/advanced-search-and-smart-filters-in-the-leads-dashboard#smart) 5. [Best Practices](https://help.sierrainteractive.com/helpcenter/advanced-search-and-smart-filters-in-the-leads-dashboard#best) 6. [Troubleshooting Common Issues](https://help.sierrainteractive.com/helpcenter/advanced-search-and-smart-filters-in-the-leads-dashboard#issue) 7. [FAQs](https://help.sierrainteractive.com/helpcenter/advanced-search-and-smart-filters-in-the-leads-dashboard#faq) --- ### Overview  Advanced Search and Smart Filters give you precise control over which leads appear in your Lead Dashboard. Use Advanced Search to filter your database by criteria like lead activity, tags, property search behavior, and task history. Save any search as a Smart Filter for one-click access later. Both tools are available in the Lead Dashboard and in Lead Ponds. [back to the top](https://help.sierrainteractive.com/helpcenter/advanced-search-and-smart-filters-in-the-leads-dashboard#top) --- ### Using Advanced Search  ![using\_advanced\_search](https://help.sierrainteractive.com/hs-fs/hubfs/using_advanced_search.gif?width=670&height=314&name=using_advanced_search.gif) 1. Navigate to **Leads \> Lead Dashboard**. 2. Click the **Advanced Search** button on the right side of the dashboard. 3. A **Select Criteria** dropdown will appear below the **All Leads** tab. Click it to choose a filter from one of four categories: - **Lead Profile / Contact Info** - **Lead Engagement** - **Lead Property Search Activity** - **Tasks and Action Plan Activities** 4. After selecting a criterion, a second dropdown will appear. Choose a condition (e.g., *Is in the Next*, *Is Present*). 5. Depending on your selection, a third input field may appear — enter a value (e.g., *7* for "Is in the Next 7 days"). 6. Click **Add Filter**. The filter appears as a tag above the dropdown and your lead list updates in real time. 7. Repeat to stack additional filters and build more targeted queries. All filters use **AND logic** — a lead must meet every condition to appear in the list. 8. To remove a filter, click the **X** on its tag. [back to the top](https://help.sierrainteractive.com/helpcenter/advanced-search-and-smart-filters-in-the-leads-dashboard#top) --- ### Creating and Managing Smart Filters If you use the same search criteria regularly, save it as a Smart Filter for one-click access from the Lead Dashboard. ##### Save a Smart Filter 1. Build your search using Advanced Search. 2. Click **Save as Smart Filter**. 3. Enter a name (required) and an optional description. 4. Click **Save**. The filter now appears as a button below the Advanced Search section and is visible only to your user account.![save\_smart\_filter](https://help.sierrainteractive.com/hs-fs/hubfs/save_smart_filter.png?width=670&height=125&name=save_smart_filter.png) ##### Edit, Reorder, or Delete Smart Filters 1. Click three dots in the right-corner. 2. Select **Edit Smart Filters**. 3. From here you can: - Drag filters to reorder them using the handle icon - Edit a filter — click **Edit**, adjust the criteria on the dashboard, then click **Update Smart Filter** - Delete a filter ![edit\_smart\_filter](https://help.sierrainteractive.com/hs-fs/hubfs/edit_smart_filter.png?width=295&height=269&name=edit_smart_filter.png) ##### Set a Default Smart Filter 1. In the **Edit Smart Filters** view, check the box next to the filter you want to load by default. 2. That filter will now apply automatically whenever you open the Lead Dashboard. ⚠️ Smart Filters are user-specific. They are not shared across accounts and will not be visible to other users or managers. [back to the top](https://help.sierrainteractive.com/helpcenter/advanced-search-and-smart-filters-in-the-leads-dashboard#top) --- ### Smart Filter Use Cases Because Smart Filters use AND logic, they're well-suited for building dynamic, self-updating call and follow-up lists. Once you contact a lead and they no longer match all conditions, they drop off the list automatically. ##### Follow Up with Prime Leads Target high-intent leads who are active but overdue for a call: - **Lead Status** (Buyer or Seller Status) = Prime - **Last Active on Website** \< 10 days - **Last Phone Call Placed** \> 7 days ##### Stay in Touch with SOI / Past Clients Build a rotating call list for your sphere of influence: - **Lead Tag** = SOI - **Last Phone Call Placed** \> 90 days [back to the top](https://help.sierrainteractive.com/helpcenter/advanced-search-and-smart-filters-in-the-leads-dashboard#top) --- ### Best Practices - Name Smart Filters descriptively so their purpose is obvious at a glance (e.g., *Prime Leads – Active 10 Days*, *New Leads – Last 7 Days*). - Organize filters left to right by priority as your highest-urgency lists should be the first ones you see. - Set a default Smart Filter to skip the generic All Leads view and land directly in your daily work queue. - Layer multiple criteria for hyper-targeted outreach (e.g., buyers active in the last 30 days without an assigned agent). - Review and update saved filters periodically as your workflows evolve. [back to the top](https://help.sierrainteractive.com/helpcenter/advanced-search-and-smart-filters-in-the-leads-dashboard#top) --- ### Troubleshooting Common Issues - **Not seeing the leads you expect?** Check whether overlapping filter conditions are excluding valid leads. Try removing one filter at a time to identify which criterion is too restrictive. - **Can't find a Smart Filter you saved?** Smart Filters are tied to individual user accounts. Confirm you're logged in as the user who created the filter. - **Smart Filter not updating after editing?** Make sure you clicked Update Smart Filter after adjusting the criteria, navigating away without saving will discard your changes. [back to the top](https://help.sierrainteractive.com/helpcenter/advanced-search-and-smart-filters-in-the-leads-dashboard#top) --- ### FAQs - **Can Smart Filters be shared with other users?** No. Smart Filters are user-specific and not visible to other accounts, including managers. - **How many Smart Filters can I create?** There's no hard limit. That said, only a set number will display comfortably on screen, so use the reorder option to keep your most-used filters accessible. - **What happens if I delete a Smart Filter?** It's permanently removed, but you can recreate it by reapplying the same criteria and saving again. - **Will setting a default Smart Filter affect my dashboard load time?** Yes, in a good way. It bypasses the default All Leads view and loads your saved filter directly, so your daily list is ready immediately. - **Do Advanced Search and Smart Filters work the same way in Lead Ponds?** Yes. The filtering experience in Lead Ponds is identical to the Lead Dashboard. - **How do I combine multiple smart filters?** To combine multiple criteria, build your search one filter at a time. Select your first criterion, choose the condition, enter a value if needed, and click **Add Filter**. Repeat this process for each additional criterion until your results match what you're looking for. When the full set of filters is in place, click **Save as Smart Filter **to save it for future use. [back to the top](https://help.sierrainteractive.com/helpcenter/advanced-search-and-smart-filters-in-the-leads-dashboard#top) - [Getting Started with Sierra](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#main-content) - [Orientation & Approvals](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#orientation-approvals) - [Activate Your Sierra Dialer](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#activate-your-sierra-dialer) - [CRM Setup](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#crm-setup) - [Connect Your Data](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#connect-your-data) - [Launch Your Website](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#launch-your-website) - [Start Working with Leads](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#start-working-with-leads) - [Enhance Your Site](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#enhance-your-site) - [Video Resource Library](https://help.sierrainteractive.com/helpcenter/video-resource-library?hsLang=en#main-content) - [Webinar Recordings](https://help.sierrainteractive.com/helpcenter/video-resource-library?hsLang=en#webinar-recordings) - [Video FAQ](https://help.sierrainteractive.com/helpcenter/video-resource-library?hsLang=en#video-faq) - [IntelliSearch](https://help.sierrainteractive.com/helpcenter/video-resource-library?hsLang=en#intellisearch) - [Lead Generation & Capture](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#main-content) - [Sierra Digital Marketing Services](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#sierra-digital-marketing-services) - [Lead Tracking](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#lead-tracking) - [Saved Searches & IDX Settings](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#saved-searches-idx-settings) - [Email Marketing & Automation](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#email-marketing-automation) - [Lead Capture Tools](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#lead-capture-tools) - [IntelliSearch](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#intellisearch) - [Lead Engagement & Nurturing](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#main-content) - [AI-Assisted Lead Engage](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#ai-assisted-lead-engage) - [E-Alerts & Market Updates](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#e-alerts-market-updates) - [Sierra Success Hub](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#sierra-success-hub) - [Drip Campaigns](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#drip-campaigns) - [Action Plans & Automations](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#action-plans-automations) - [Buyer Lead Workflow](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#buyer-lead-workflow) - [Bulk Actions](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#bulk-actions) - [Lead Management](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#main-content) - [Lead Organization & Tagging](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#lead-organization-tagging) - [Reporting & Exports](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#reporting-exports) - [Platform Tools](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#platform-tools) - [Lead Routing & Permissions](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#lead-routing-permissions) - [Calling & Dialer Tools](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#calling-dialer-tools) - [Team Management & Accountability](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#team-management-accountability) - [Website Management](https://help.sierrainteractive.com/helpcenter/website-management?hsLang=en#main-content) - [Website Structure & Navigation](https://help.sierrainteractive.com/helpcenter/website-management?hsLang=en#website-structure-navigation) - [AI Visibility & SEO](https://help.sierrainteractive.com/helpcenter/website-management?hsLang=en#ai-visibility-seo) - [Website Pages & Content](https://help.sierrainteractive.com/helpcenter/website-management?hsLang=en#website-pages-content) - [DNS, Branding, & User Experience](https://help.sierrainteractive.com/helpcenter/website-management?hsLang=en#dns-branding-user-experience) - [Analytics](https://help.sierrainteractive.com/helpcenter/website-management?hsLang=en#analytics) - [Support & Account Help](https://help.sierrainteractive.com/helpcenter/support-account-help?hsLang=en#main-content) - [Contact Support](https://help.sierrainteractive.com/helpcenter/support-account-help?hsLang=en#contact-support) - [Billing & Account Changes](https://help.sierrainteractive.com/helpcenter/support-account-help?hsLang=en#billing-account-changes) - [Access & Permissions](https://help.sierrainteractive.com/helpcenter/support-account-help?hsLang=en#access-permissions) - [Industry & MLS Compliance](https://help.sierrainteractive.com/helpcenter/industry-mls-compliance?hsLang=en#main-content) - [NAR](https://help.sierrainteractive.com/helpcenter/industry-mls-compliance?hsLang=en#nar) - [Compliance and Best Practices](https://help.sierrainteractive.com/helpcenter/industry-mls-compliance?hsLang=en#compliance-and-best-practices) - [Integrations & API](https://help.sierrainteractive.com/helpcenter/integrations-api?hsLang=en#main-content) - [Communication Integrations](https://help.sierrainteractive.com/helpcenter/integrations-api?hsLang=en#communication-integrations) - [Marketing Integrations](https://help.sierrainteractive.com/helpcenter/integrations-api?hsLang=en#marketing-integrations) - [CRM Integrations](https://help.sierrainteractive.com/helpcenter/integrations-api?hsLang=en#crm-integrations) - [API & Developer Tools](https://help.sierrainteractive.com/helpcenter/integrations-api?hsLang=en#api-developer-tools) - [Calendar & Appointments](https://help.sierrainteractive.com/helpcenter/integrations-api?hsLang=en#calendar-appointments) [![Sierra Interactive logo](https://help.sierrainteractive.com/hs-fs/hubfs/sierra%20interactive%20logo.png?width=250&height=34&name=sierra%20interactive%20logo.png "Sierra Interactive logo")](https://help.sierrainteractive.com/helpcenter?hsLang=en) 1205 E Washington St #110, Louisville, KY 40206 Copyright © 2025, Sierra Interactive