Filtering a lead search 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 Search:
Open Lead Search Results.
Open the lead search you want to qualify by clicking on it.
2. Set a filter to make the results 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 results are now filtered which makes it easier for your to qualify the leads.
Go through the leads and decide wether you want to keep them in this Lead Search or not.
⚠️We do not recommend 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 search.