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How to Filter Leads Using Lead Finder?
How to Filter Leads Using Lead Finder?

A detailed look into how you can filter leads using the Lead Finder

Updated over a week ago

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1. Follow the workflow mentioned above to land on the Lead Finder screen.

2. Click the parameter field based on which you want to filter the leads (Job Title, Location, Industry, etc.)

3. As you click a field, the available options populate automatically in a dropdown menu with each option having a corresponding checkbox.

4. You can mark the checkbox for the option based on which you want to filter leads. For instance, CEO, CFO etc. Multiple selections can be made from the dropdown.

5. As soon as a selection is made, the filtered results populate on the grid at the right side.

6. The grid tabulates fetched results via various columns that include Name, Title, Company, Email, Phone Number, and Location.

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