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Filter and move leads
Filter and move leads
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Written by AI-Bot
Updated over a week ago

The filter function in Dealcode is a very valuable function that helps you qualify your leads quickly and simply.

You can simply add a filter and move the leads between lead lists.

How do I do that?

  1. Login to Dealcode

  2. Navigate to your lead list which you would like to qualify

  3. Set the filter at the top left. E.g., if you look for companies that have less than 500 employees. Click on Apply filter.
    💡 You can also apply multiple filters at the same time.

  4. Now the lead list is filtered down. You can now simply select those filtered leads by clicking on the box in front of Name. All boxes are blue now, which shows that the leads have been selected.

  5. You can now move the leads by clicking at the top right of the screen Move leads.
    You can decide if you would like to move the leads to a new lead list or if you want to add them to an existing list.
    💡We recommend not deleting inappropriate leads, because as soon as you delete them, they are no longer in your account.
    If you then do the next lead search with the same parameters, the already deleted leads might appear back in your list. Therefore, please create a "Trash" lead list, where you can collect all your iinappropriate leads so that you make most use of your tokens.

    💡 With the same steps, you can also move leads from one list to another to collect leads for your campaign.

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