Filter and Search Lead

With 3Dolphins sales SRM, you can use filter leads based on label, date range, owner, and source. Using these filters allows you to quickly see which leads meet the criteria you set.

To begin, on the left side of the page there is the filter section. Then, select the filter that you want to use. In the example image below, we will display based on the owner and label filter. when you’re done click the 'Filter' button. Then, you can view the results in the chosen tab.

In addition to the filtering options, you can search for the specific lead on the lead page by using the search field. To search lead, click the search field and type 'Title' lead as your search term. Then, press 'Enter' and we’ll display the result on the chosen tab.

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