How to Filter your Leads

Hey, there! 🌟

Easily filter leads in the Sales Engagement Tool before exporting to CSV! Go to the Leads List dashboard, select the funnel icon, and apply filters like name, company, email status, and campaign step. Combine statuses and steps for a refined lead list ready for export. Elevate your lead management today! 🚀

Find the Magic Funnel 🧙‍♂️

Head over to your Leads List page and look out for the little funnel icon – that’s your gateway to filtering wizardry!

Filter Like a Pro 🕵️‍♂️

Click the funnel icon, and voilà! You’re now in the lead filtering zone. This is where the magic happens. Customize which leads you want to see and export by applying these filters:

• Advanced Filters: Make your life easier by filtering leads by Full Name, Company, Occupation, or Headline. 🎯

• Statuses: Mix and match multiple statuses to get a more refined list.

• Email Statuses: Want only verified emails? No problem! Filter by verified or unverified email addresses.

• Current Step: Zoom in on leads at a specific step in your campaign.

• Statuses + Current Step Combo: Get the best of both worlds by combining status and step filters.
• Multiple Steps: Select more than one step if you want a broader view of your leads. The more, the merrier!

Perfect for Tracking Connections 🔗

Want to focus on leads who’ve accepted your connection request? Easy! Apply the filters, and you’ll have a neat list of new connections ready to export.

⚠️ Remember: Leads in the 'Finished' status are off the campaign track—they’ve completed their journey, so no further steps will apply.

And there you have it! Filtering leads is like having a superpower in your Sales Engagement Tool toolkit. 🦸‍♂️

We hope this guide helps you navigate Sales Engagement Tool like a pro. Keep filtering, keep shining! 🌈🚀

Happy filtering! 💫