How to Use Filters in Lead Manager?

How to Use Filters in Lead Manager?

Overview

Meritto provides Quick Filters and Advanced Filters to streamline lead management, enabling users to slice and dice data to perform actions like downloading leads or sending communications. Quick Filters offer instant access to frequently used filters, while Advanced Filters allow detailed, customizable filtering for precise data analysis.

Quick Filters


Quick Filters provide one-click access to commonly used filters at the top of your lead view, helping you sort and prioritize leads efficiently.
  1. Quick Filters Pane: Located at the top of your lead view, this pane displays your default set of Quick Filters. 
  2. Manage Button  :Add, edit, or organize filters to suit your workflow and allows you to create personalized quick filters.
  3. Show/Hide Quick Filter:   Toggle Quick Filters pane for more screen space.

How to use Quick Filters?

  1. Click on any filter within the Quick Filters pane to apply it instantly. 
  2. Customize Quick Filters via the Manage  button:
    1. Add New Filters – Select frequently used filters.
    2. Modify or Remove Filters – Adjust existing filters.
    3. Sort Filters – Arrange filters based on priority.
    4. Restore Defaults – Reset to the original filter set.
  3. A maximum of 20 Quick Filters can be added.

Advanced Filters & How to use them?

  1. Advanced Filters  offers "AND/OR" logic for in-depth filtering, ensuring accurate lead segmentation.
  2. Using this feature, you gain greater control over lead management, ensuring you can quickly and accurately focus on the leads that matter most. This feature enables you to:
    1. Combine multiple criteria and logical operators for precise filtering.
    2. Apply detailed search conditions to identify leads that match your exact requirements.
    3. Save custom filter views for quick access in the future, enhancing efficiency and consistency.
  3. With  condition, You can add multiple criteria, and the data will be filtered only if it meets all the specified conditions.
  4. With  condition, You can add multiple criteria, and the data will be filtered if it meets any of the specified conditions.
  5. You can add multiple conditions using  option in the Advanced filter window.
  6. You can use  and  buttons to take the actions as per your requirements.
  7. You can also enable activity filters to sort and filter leads based on the telephony actions. Only one type of activity filter can be used at one time.


Notes
Note: Advanced filters work on dependent logics wherever applicable.

Create and share Views

  1. The Quick View feature allows you to customize your Lead Manager dashboard view by selecting specified columns and filters and sharing with your team. 
  2. Prerequisites:
    1. Access Permissions: Users must have access to the Lead Manager and Application Manager.
    2. Sharing Permissions: Users need permission to “Share Views” to distribute their customized views to others.
  3. Once the advanced filter is applied, the data on the lead list will be displayed based on the set conditions. In case this filter is used frequently, you can save this view for easy access.
  4. By clicking on  button, a pop-up appears that allows you to save the view, share it with your team, and set it as your default view.
  5. Once saved the view appears in your quick view pane and can be used whenever required.
  6. To switch between saved views, you can click on the desired view from the drop-down menu.
  7. If needed, change the default view by clicking on the  icon next to a view. You can remove a saved view by clicking on the  icon.
  8. Share your view with other users by clicking on the "share" icon and selecting the users you want to share it with.

Conclusion

Meritto’s Quick Filters and Advanced Filters enhance lead management by providing efficient data segmentation and actionable insights. Quick Filters enable instant sorting, while Advanced Filters offer deep, logical filtering for precise lead targeting. Additionally, Quick Views streamline workflow customization and collaboration. Leveraging these features ensures seamless data management, improved lead tracking, and optimized decision-making.