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Is there a way to filter the leads by those who have had an appointment scheduled within a specific timeframe?
Is there a way to filter the leads by those who have had an appointment scheduled within a specific timeframe?
Tazoar Ahsan avatar
Written by Tazoar Ahsan
Updated over 7 months ago

Filter leads based on the scheduled appointments within a specific period by following these steps:

  1. Navigate to ‘Leads’ on the left sidebar menu and select ‘Active Leads,’

  1. Click the ‘Filter’ icon in the top right section.

  1. Click the ‘General Filter’ tab and scroll to the ‘Leads Age & Status’ section.

  2. Select the ‘Appointment Date’ in the dropdown under the ‘Date Filter’ field.

  3. Set a specific period by setting the dates on the ‘Start Date’ and ‘End Date’ fields.

  4. Hit ‘Filter Leads.’

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