You can use the search filters on the CRM. The available filters are:


  1. 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". 
  2. Disqualified list  - The default option is "No". If you want to see the disqualified leads or clients click and marked as "Yes" 
  3. Forecast date - You can filter leads if they have a forecast date. 
  4. Opportunity - Filter by type of opportunity (Opportunities are created by the business).
  5. Opportunity Percentage - Filter by a success rate; range.
  6. Lead stage - Filter by the stages assigned to the leads (The stages are created by the business)
  7. Seales person - Filter by sales rep.


NOTE: Click here if you want to learn how to add opportunity types or Lead stages.