Filtering Leads

On your Leads Page, you can apply Filters to segment the leads shown to you on the grid. You can filter by Date Created, Lead Events, Lead Type, Market, Existing Customer, Applicable Region, Source, Company Revenue, and Assignee. 

Learn more about how to customize your Leads grid to better fit your workflow here.

In this article, you'll learn how to view and understand how to filter your Leads grid.

Note: This feature is available to all Suppliers

Contents

How to Filter Your Leads Grid

How to Filter Your Leads Grid by Assignee

 

How to Filter Your Leads Grid

  1. Navigate to your Leads grid
  2. Click the filter icon in the top right of the grid 
  3. Select an option to Filter by*
  4. Click Apply, the applied filters will be shown at the top of the grid aligned left
  5. Remove a filter option by clicking the X

Note: * You may select multiple filter options to filter by at once

Leads on Knowde- Filtering (1).gif

 

How to Filter Your Leads Grid by Assignee

  1. Navigate to your Leads grid
  2. Click Assigned to in the top right corner of the grid 
  3. Select a company user to Filter by Assignee*
  4. Click Apply, the applied assignee profile will be shown in the top right corner of the grid
  5. Remove a filter option by deselecting the user profile 

Note: * You may select multiple assignees to filter by at once

Leads on Knowde- Filtering (2).gif

 

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