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Create Quick Filter to Find Leads

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1. Feature Overview

Quick Filters allow you to save frequently used filters, making it easy for you to find leads and opportunities faster. For example, you can create filters like Leads who visited a site last week or Leads who completed demo. Once created, all your Quick Filters appear under the My Filters dropdown, located above the Manage Leads or Manage Opportunities grid. Simply select a filter to instantly view the corresponding records in the grid.

Note: The filters remain saved unless you edit or delete them.

Leadsquared - Create Quick Filters

 

2. How It Works

  1. Create an Advanced Filter with your preferred search criteria.
  2. Save it as a Quick Filter for future use.
  3. Access the saved filter anytime from the Manage Leads or Manage Opportunities grid to instantly view matching records.

 

3. Create Quick Filters

  1. Navigate to Lead Management>Leads.
  2. On the Manage Leads page, go to Filter>Advanced Filters.
  3. An Advanced Search pop-up will appear. Select Search Criteria and click on Add.
  4. The selected criteria will appear. Now click Save as a Quick Filter.
  5. Assign a name to the filter and click Save.

You will get a notification on the successful creation of the Quick Filter. You will also see that the new filter has appeared under My Filters dropdown on the Manage Leads/Opportunities page.

Leadsquared - Create Quick Filters

 

4. Edit or Delete Quick Filters

  1. Locate the saved quick filters under My Filters on the Manage Leads page.
  2. You will find the Edit and Delete icons.
    1. Click on the Edit icon to edit the filter.
    2. Click on the Delete icon to delete the filter.

Leadsquared - Quick Filters

 

5. Remove Filters

To reset all filters on the page, click the Clear button alongside the filters.

Leadsquared - Create Quick Filters

To remove just the one particular filter, click the X icon alongside relevant filter.

Leadsquared - Create Quick Filters

 

Any Questions?

Do you have questions or issues with the content in this article? Let us know in the comments section.

How to control lead export and lead delete permissions for users?

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You can control all user permissions (including view, create, edit, export, delete, etc.) through the Permission Templates feature.

  1. First, you need to learn how to create a permission template. You can grant no access or full access for lead export and delete.
  2. Once you’ve created a permission template learn how to apply permission templates at the user, role or group levels.

How to embed Google Analytics Script in Landing Pages

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LeadSquared offers you to track the visitor trend on the Landing Pages by using Google Analytics.

Prerequisites:

Obtain the tracking Script from your Google Analytics account (click here for help).

You have completed Step 1 , Step 2  , Step 3 of creating a landing page in LeadSquared.

Procedure to add Google Analytics Script to a Landing Page:

1. In Step 4 of the Landing Page builder (as shown in the figure below);

Step-4

scroll down to the bottom to reach ‘Embed JavaScript’ in ‘Other Actions‘ section.  Paste the Google Analytics Tracking Script in Inside Head tab. And click on ‘Next’ to proceed with further steps of creating landing page.

Google-analytics-script

Proceed until the last step (Step 5- Summary) of Landing Page builder.

Step-4

Scroll down to the bottom and click on Publish button to publish the landing page.

Publish LP

Now you can track the visits in Google Analytics.

Note: If Google Analytics Script was not added to an already published Landing Page, you can edit the Landing Page and add the script in Step 3 of the Landing Page Builder(as explained above). Then proceed to step 5 to republish the landing page.

Click on Republish button for tracking on the landing page to be effective.

click to republish