Filter by activity - Spotter V2

Created by Andre Greiner, Modified on Wed, 29 Mar 2023 at 09:55 AM by Andre Greiner

In the Leads Base, it is possible to filter the view of Leads on the screen by the types of Activities pre-registered in the system. 

To do so, simply access the Leads Base (Funnel) menu;

 

And then select the desired option, as shown in the image below. 

 


The filter will be applied and will result in the leads that have the activities linked.

 

To further refine the filter, deselect the Leads with no activity option, as follows:

 


After that, in order not to visualize any activity, select the icon of the desired type of activity and it will turn white: 

 

In the example above, the Send Email activity was unchecked, so no leads with that activity will appear, only those with the marked activities. 

 

To further understand the lead base and its features, click here.


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