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

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https://www.iorad.com/player/1755280/How-can-I-create-a-saved-filter-on-my-lead-management-page-

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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