How to Create and Manage Custom Filters in the Active Leads Pipeline
Step 1: Open the Active Leads Pipeline
Go to the Active Leads section in REsimpli.
Step 2: Open the Manage Filter Menu
Click Manage Filter located above the lead statuses on the right side.
Step 3: Create a New Filter
Select Add New Filter and choose the filter parameters you want to use, such as:
Campaign
Drip Campaign Status
Follow-Up Timeline
Other lead conditions
Step 4: Configure Filter Values
Set the specific values for each parameter, then click Continue.
Step 5: Apply or Save the Filter
You can:
Click Apply Filter for one-time use
Save the filter for future use
When saving, you can:
Add a filter name and description
Share the filter with team members
Give view or edit access
Save it inside a folder for organization
Step 6: Run Saved Filters
Access saved filters from the filter tabs or filter list and click the Play button to run them again.
Step 7: Edit or Manage Existing Filters
Use Manage Existing Filters to:
Edit filter settings
Organize filters into folders
Update sharing permissions
Delete unused filters
Step 8: Understand Live Filter Updates
Saved filters are dynamic and automatically update based on the filter conditions whenever they are run.
Step 9: Contact Support if Needed
Reach out to REsimpli support if you need help creating or managing filters.