How Using Filters Will Help

Using filters, as well as your saved filters, are going to allow you to stay up on top of your leads and prevent you from having leads slip through the cracks.

So filters within the system are used and are based off of activity, as well as you logging information, so that’s why whenever you’re on a training session with us we’re so adamant about you logging everything.

For all of you will have this apply saved filter at the top, and when you click on it you’re going to notice that you’ll have some company filters. Some of you may have personal filters as well. Now, primarily most of you will have either one or two or both of those, and some will include the number three. And for some of you, you may have additional filters as well.

Now these filters are created to help you follow up with your lead and track your activity so you know who to call next. So for example this number one new lead zero calls log filter is pulling up all the leads where you haven’t called them yet, or logged that call. Their phone is potentially valid, meaning that you can contact them by phone, and their pipeline is indicating that you have yet to make contact with these leads.

So this here we have 74 leads in this specific pipeline, from here you would essentially call your lead and get them to fall off of this list simply by logging a call. So you can either call your lead by using the dialer, or you can log your call manually in this notes and call section, and make sure you toggle it as a call.

So as we go here we can see that there is zero calls on this lead, 56 emails and three SMS messages. So if I simply just log a call right now, and let’s just pretend I talked to the lead and I left some of my call notes here, once we save this we’re going to notice a couple things. The first thing that we’re going to notice is in the notes and call section specifically this lead is going to update with that call, with the notes and your call results, and who made that call on which date. We’re also going to notice here that this lead has one call now logged on them, and their pipeline has moved to make contact.

Now this lead, because we just logged a call, is going to fall off of this 74 list. So if I move to the next lead we are going to notice that this is now turned to 73 leads, because now there’s only 73 leads in this list that have yet to receive a call.

So the filters essentially are there to gear and help shape you to follow-up with people so that you’re consistent with your follow-ups and your calls to increase that opportunity of getting them to answer.

Now in addition to save filters, you also have the ability to add individual filters as well. So using individual filters such as last activity, if we simply select let’s say we want to pull up all the leads that were active this month, we can apply that filter and we can see that there’s actually no leads that were active this month, so let’s just choose last months, and now we’ve got three leads in here that we can see their activity was active within this last month.

Now you can sort these lists as well in here. So if we want to sort this to be who is the most active out of these three, we can do so over here by choosing last activity, and to show the most recent first, and you can see this way here where the lead was active just 10 days ago is now at the top of this filtered list.

So if you have leads in your system 100% start playing with your filters. Add additional filter items so you can filter them based on their registration for example. When did they register? They’re active, but when did they register?

So maybe we want everyone that registered last year. So if we apply that filter we now only have two leads of these active leads from last month that registered last year.

So get familiar with your filters because you can save them so they show up in your apply save filter, and it’s just going to produce audiences and prevent those leads from slipping through the cracks, and allow you to have a more eventful followup plan.