Step 1: Open the Active Leads Pipeline
Go to the Leads tab and open the Active Leads pipeline.
Step 2: Open Manage Filter
Click Manage Filter and select Add Filter.
Step 3: Add the Required Filters
In the filter search field, search for and add the following filters:
Lead Created Date
Lead Source
Step 4: Set the Lead Created Date
Under Filter Values, select the preferred lead creation date range.
Example:
Month to Date
Today
Step 5: Select the Lead Source
Choose the lead source you want to filter.
Example:
Cold Calling
Step 6: Apply or Save the Filter
You can either:
Click Apply Filter to immediately display the filtered leads
Or enable Save Filter, enter a filter name, and save it for future use
Result
The system will display leads based on the selected:
Lead Created Date
Lead Source