How do I filter my lead management page by a specific List Upload?

Modified on Mon, Apr 19, 2021 at 6:07 PM

Direct Link to tutorial/solution:


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Embedded tutorial/solution:


5 STEPS

1. To filter the lead management page by a specific list upload, click Filters

Step 1 image

2. Click inside the Uploaded Lists filter area to reveal the imported list names

Step 2 image

3. Click the list name you wish to filter the lead management page by (you can select more than one or all the lists)

Step 3 image

4. Click Filter 

Step 4 image

5. Your lead management page will show the leads associated with the list or lists selected (along with any other filters selected).

To clear your filters selected, click Clear Filters to show all the leads in your system

Step 5 image


Copy of text and screenshots from the tutorial/solution:

1. To filter the lead management page by a specific list upload, click Filters



2. Click inside the Uploaded Lists filter area to reveal the imported list names


3. Click the list name you wish to filter the lead management page by (you can select more than one or all the lists)



4. Click Filter


5. Your lead management page will show the leads associated with the list or lists selected (along with any other filters selected).

To clear your filters selected, click Clear Filters to show all the leads in your system



Applicable User Seat Types

Admin

Galaxy

Booster


Applicable Permissions

Administrator



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