How can I create a saved filter on my lead management page?

Subject

Applies to: All users
Purpose: This article explains how to create, save, apply, and remove saved filters on the Lead Management page to quickly view leads that meet specific criteria.
Location in Ricochet: Lead Management

Description

This guide walks through applying filters on the Lead Management page, saving those filters for future use, optionally setting a default saved filter, and removing saved filters when they are no longer needed. Saved filters help streamline lead management by allowing users to quickly access commonly used lead views without reapplying filters each time.

Resolution

Optional: View the interactive tutorial for this process:

Click here to open the step-by-step tutorial in a new tab

1. To create a Saved Filter on the Lead Management Page, start by clicking Filters

2. For this example, we will filter by a specific status. Click Statuses

Keep in mind, depending your Ricochet Permission level, you may not see all options for filters listed here.

3. Click the status or statuses you want to filter the Lead Management page by (you can select one or more).

4. Click Filter to apply the filters selected to your lead management page

5. To save your filters, click the Green Save button

6. Click inside the Name area

7. Type the name you want to give the filter and click Save as New Filter

If available, you can choose to make this filter the default by checking the box for "Default Filter"

8. Click Clear Filters then refresh your browser so the new saved filter shows up in your dropdown list

9. After the page reloads, click the Select Saved Filters dropdown

10. Select the saved filter you just created.

The page will automatically adjust to show the leads that match the filter saved

11. If you wish to remove a filter, after selecting it from the Saved Filter dropdown, click Remove Filter

12. Click Ok to confirm deletion of the Saved Filter