Contacts - How to Filter Leads With Created Opportunity
Using this simple process, it's possible to segment Leads efficiently, identifying which ones have created opportunities. If you have questions, check the explanatory video we prepared.
Step-by-step to Filter Leads by Opportunity
On the Dashboard home screen
In the main menu, click the search bar.
Select the General option and then click Lead.
Go to the Leads Page
Once you are on the Leads screen, go to the filters area.
Use Filters to Segment Leads
Select the funnel you want to filter.
Choose the opportunity status.
Set the funnel stage.
Click Filter.
Check the Results
After applying the filters, the filtered Leads will be displayed on the screen.
To ensure the filters were applied correctly, click the desired Lead and go to the Opportunities tab.
Verify that the filters used correspond to the opportunities for that Lead.
We hope this tutorial helps you make better use of Lead filters!
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