Filtering a lead list helps you quickly qualify leads by applying specific criteria. This guide will walk you through the steps to filter your leads effectively.
1. Open the Lead List:
Open All Lead Lists.
Open the lead list you want to qualify by clicking on it.
2. Set a filter to make the list more manageable:
Click on Add Filter at the top left
Set the filters you need (e.g., companies with less than 500 employees). You can apply multiple filters simultaneously.
Click on Apply Filter.
3. Review and move filtered leads:
The lead list view is now filtered which makes it easier for your to qualify the leads.
Go through the leads and decide wether you want to keep them on this Lead List or not.
⚠️We do not recomment deleting leads. Instead, we advise you to move them to an archive list. Read more about this best practive here: How to safely remove leads from a lead list.