It's easy to set a filter to find some of your Prospects, Leads and Team members better!
Filtering in Prospects:
You can filter Prospects by In a Group or Not in a Group to find out which ones you've segmented or not.
When you click on In a Group you will be asked to choose which Group you want to filter your Prospects to easily find the group they are in. You can select Any Group if you just want to know which Prospects are in Groups. You can also choose Not In a Group so you can see which Prospects are still not segmented into a Group.
Our Filter tool is STICKY! This means that the Filter will remain turned ON until you turn it off. This means even when you go to another tab like Team or Leads and go back to Prospects, if you have a filter on it will still be there. So remember to turn off your filter if you don't need it anymore.
You turn off a filter by clicking the CLEAR button
Filtering in Leads and Teams:
In Leads and Teams you have more filtering options because you can seek to identify what TRACK or STEP they are on by filtering with those:
So this makes it very easy to find out which Leads or Team members are on certain Tracks and even what Step they are at!