Ricochet360 Support

Direct Link to tutorial/solution:

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Embedded tutorial/solution:

Here's an interactive tutorial

https://www.iorad.com/player/1755278/How-do-I-filter-my-lead-management-page-by-a-specific-List-Upload-

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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