To guide users on how to create, save, and share lead filters with team members in the Active Leads page.
Accessing the Active Leads Page
Navigate to the Leads menu.
Open the Active Leads page.
Click Manage Filter located on the far-right side of the page.
Creating a Filter
Click Add Filter.
Select the filter type you want to use.
Example
Campaign Name
Click Continue.
Select the desired filter value.
Example
ABC Campaign
Click Continue.
Saving the Filter
Click Save Filter.
Enter a filter name.
Optionally add a description.
Sharing the Filter with Team Members
Click Manage under the sharing section.
Select the team members you want to share the filter with.
Assign permission levels for each user:
Permission Types
View Only = User can view and use the filter
Edit Access = User can modify the filter
Save the sharing preferences.
Applying the Filter
Click Save and Apply.
The filter will now appear in the Active Leads page.
Shared users will be able to access the filter based on their assigned permissions.
Notes
Filters help organize and quickly locate specific lead groups.
Shared filters can be accessed by assigned team members only.
Permission settings can be updated at any time.