How to filter leads

Here's a quick guide on how to filter through your lead

Step one:

Select the 'Advance filters' option on the main leads page to access the range of filters we have available. You have the ability to filter by:

• Assigned broker
• Lead name/email/mobile
• The date the lead was submitted
• State the lead is located
• Referral source of the lead
• Labels assigned to the lead

Step two:

Please ensure to reset filters once you're done