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

Subject

Applies to: Admin/Branch Manager
Purpose: This article explains how to create, save, apply, and remove saved filters on the Lead Management page.
Location in Ricochet: Lead Management

Description

The instructions in this article require Branch Manager permission or above

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

Non-Administrators do not have the access to follow these instructions and should open a ticket.

1. Open the Lead Management page. The filter row is open above the table.

2. Build the filter you want. For this example, open Statuses and choose a status. You can combine as many of the dropdowns in the row as you need.

3. Click Apply. The table reloads and returns only the leads matching your filter.

4. With the filter on screen, click Save. This does not save it yet; it opens a small name field in the filter row.

5. Type the name you want to give the filter, then click Save as New Filter.

6. To reset the row, click Clear. Every dropdown resets and the table returns to the full list of leads.

7. To use the filter again later, open Select Saved Filters, choose it, and click Apply.