How to create, deactivate and delete a Filter? - Spotter V2

This option allows a filter to be disabled, modified and even a new one created. To carry out these actions, just follow the steps below:

1.  Access Spotter with the   Manager profile;

2.  On the side menu, go to the  Settings option;

3.  Then select the  Manage  Filters tab;

Create a new Filter

4.  A new window will open with the option " Add". Click on it.

5.  Define the  Name  of the new questionnaire,  Minimum Qualification  and  Type , choosing between  filter, feedback  and  user. 

6.  Then you will find the new quiz in the quiz list. 

7.  Before there was  Filter 1, Filter 2 and Meeting Feedback,  now we can create numerous filters with the Add option.  

Disabling a Filter

8.  Click on the switch  Active " " , where the status of the questionnaire will change to  Inactive " ";

IMPORTANT: When deactivating a filter that has parked leads, a notice will appear informing that the filter is linked to a step. In this case, the leads that are in this stage of the Filter must  be discarded and removed from the Leads Base settings. Example: to deactivate Filter 2 we have to discard the leads linked to Filter  2.  

9.  If you want to continue the process, select the  Discard Leads option. That's it, your Filter is disabled. 

Deleting a Filter

10.  To delete a filter, just select the Delete  option located next to the filter.

11.  Next, confirm the delete action. 

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