dBlog

Convert Leads into Deals.

Now Live – Smart Filters. Filter your leads any way you want!

The need to be able to sort the leads in multiple ways has been one of our most requested features. We listened and implemented Smart Filters!

Why do you need them?
Lets say for example you have a sales team and each representative has a territory marked by states. With this new feature you can now filter your leads by state and easily deliver leads. Smart filters are dynamic! This means that they depend on the way you construct your forms using dashboard’s form builder. Smart filters are automatically created from the Drop down menus, Radio and Checkbox selections that you chose to include in your custom form.

For example: in your form, you request a user to make a selection between preferred colors and you provide them with options in a drop down menu that include Black, Grey, Yellow and Red. dashboard will recognize these as “user selections” and automatically create a “smart filter” so that when sorting and filtering your leads you can further drill into them and create customized lead lists.

As always we have dressed this very important feature in a super simple interface. Smart filters sit right below dashboard’s default filters.

Smart filters

If you have any questions don’t hesitate to contact us by posting your comments or via our contact form.

Start using smart filters today and start seeing the power of dashboard, a simple tool with a lot of powerful features. If you don’t have an account click here and get one and if you already do, click here, login and have fun!

Leave a Reply