Contacts - How to Filter Leads with Created Opportunities

Using this simple process, it is possible to efficiently segment Leads, identifying which ones have opportunities created. If you have questions, check out the explanatory video we prepared.

Step-by-Step Guide to Filtering Leads by Opportunity

1. On the Dashboard home screen

• In the main menu, click the search bar.

• Select the General option and then click Lead.

1. Access the Leads Page

• Once you're on the Leads screen, go to the filters area.

1. Use the Filters to Segment the Leads

• Select the funnel you want to filter.

• Choose the opportunity status.

• Set the funnel stage.

• Click Filter.

1. Check the Results

• After applying the filters, the filtered Leads will be displayed on the screen.

• To make sure the filters were applied correctly, click the desired Lead and go to the Opportunities tab.

• Check whether the filters used match the opportunities for that Lead.

We hope this tutorial helps you make better use of Lead filters!