Direct Link to tutorial/solution:
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Embedded tutorial/solution:
12 STEPS
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
Here's an interactive tutorial
https://www.iorad.com/player/1755280/How-can-I-create-a-saved-filter-on-my-lead-management-page-
Copy of text and screenshots from the tutorial/solution:
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
Applicable User Seat Types
Admin
Galaxy
Booster
Applicable Permissions
All Permissions
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