Create Quick Filter to Find Leads

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, leads contacted in the last week, leads with high engagement scores, etc. The Quick Filters appear next to the Manage Leads/Opportunity gird after you create them. You can click on the required filter and find the corresponding set of leads shown in the lead grid.

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

LeadSquared Quick Filters

 

2. Create Quick Filters

  1. Navigate to Leads>Manage Leads (or Leads>Manage Opportunities). You’ll find Quick Filters on the right side of the leads grid.
  2. Click on “LeadSquared Quick Filters” next to Quick 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 Create.

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

LeadSquared Quick Filters

 

3. Edit or Delete Quick Filters

  1. Locate saved filters under Quick Filters.
  2. Once you hover your cursor over the saved filters you will find the icons “LeadSquared Quick Filters“.
    1. Click on the Edit icon to edit the filter.
    2. Click on the Delete icon to delete the filter.

LeadSquared Quick Filters

 

4. Remove Quick Filters

To reset all filters on the page –

  1. Hover your cursor over the Actions menu. A dropdown will appear.
  2. Click Reset all filters.

To remove just the quick filter, close the Advanced search results by clicking the “x” icon.

Reset Quick filters

 

Any Questions?

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

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Lindokuhle Gwala
Lindokuhle Gwala
1 month ago

Hi, I would like to know how can i filter lead according to school they attended. For instance, i need to call student from Sastri college

Dharshana Santhanam
Reply to  Lindokuhle Gwala
1 month ago

Hello, Lindokuhle.
1. On the Manage Leads page, click Advanced Search.
2. Under Select Search Criteria, add the criteria as “School is Sastri” and click Add.
Filter leads based on their school
3. Click Find Leads. You can select Save as Quick Filter if you wish to save this filter and use it often.

Lindokuhle Gwala
Lindokuhle Gwala
Reply to  Dharshana Santhanam
1 month ago

Thank you so much, this was very useful

Shivank Sharma
5 months ago

I want time filter also that 10:00 Am to 12:00 Pm how much lead connected or we call them of leads

Dharshana Santhanam
Reply to  Shivank Sharma
4 months ago

Hello, Shivank.
Apologies for the delay in responding. If you’ve added the phone call activities on the leads, you can get this list by performing an Advanced Search.

Ranjan Kumar
7 months ago

I am unable to find it on New UI. Please Help

Dharshana Santhanam
Reply to  Ranjan Kumar
7 months ago

Hello, Ranjan. You can add quick filters while performing Advanced Searches. To know more, refer to How to Use Advanced Search.

Mukarjee
Mukarjee
9 months ago

can we create a group filter

Dharshana Santhanam
Reply to  Mukarjee
9 months ago

Hello, Mukarjee.
You can only create quick filters to find specific groups on the Smart Views page.

Nikhil Mehta
Nikhil Mehta
2 years ago

How to sort leads in ascending and descending order of their date of creation?

Sri Sudhan
Admin
Reply to  Nikhil Mehta
2 years ago

Hi, Nikhil. Thank you for your question. On the Manage Leads page, from the Date Range dropdown, select “Created On”, and from the date dropdown, select “All Time”. Then, click on the Created On column header. The leads will get sorted in the ascending and descending order of the created on date.