You can use the search filters on the CRM. The available filters are:
- Lead or Client list - The default option is "No", this means that you only see leads. If you want to see the customers list, click on "Client List?" "Yes".
- Disqualified list - The default option is "No". If you want to see the disqualified leads or clients click and marked as "Yes"
- Forecast date - You can filter leads if they have a forecast date.
- Opportunity - Filter by type of opportunity (Opportunities are created by the business).
- Opportunity Percentage - Filter by a success rate; range.
- Lead stage - Filter by the stages assigned to the leads (The stages are created by the business)
- Seales person - Filter by sales rep.