Lead Filters help you find a particular lead, and you can Create Filters, Open Saved Filters, or Save a Current Filter. These options give you the flexibility to create your own set of Filters you use on a regular basis. A good example might be Valid Leads in California or Refinance Leads in Arizona. If you have a lead collection you like to view for a specific client or buyer, this is an easy way to drill down on the leads that matter most to you.
You can use Filters to search for specific lead field values by using the Filters option of
To do this go to any of your screens: Lead List, Quality Control, Distribution, or Returns. Select the Filters button on your main navigation toolbar.