Managing leads efficiently in ClearCRM is made easy with filtering, searching, and sorting options. These features allow users to quickly find specific leads, organize them based on key criteria, and streamline lead management.
Use the Search Bar located at the top right of the Leads page.
Enter keywords such as lead name, email, or company to find a specific lead.
The system will instantly filter the list to match your query.
Click on the Filter Icon to open the filtering options.
You can filter leads based on multiple criteria, such as:
Status (New, Contacted, Qualified, Customer, etc.)
Date Created (Find leads added within a specific time frame)
Assigned Team Member (Filter leads based on the responsible user)
Source (Sort leads based on their acquisition channel)
Apply the selected filters to narrow down the list of displayed leads.
Click on the Sort Dropdown to arrange leads in ascending or descending order.
Leads can be sorted by:
Creation Date (Newest or oldest first)
Last Contacted Date (See the most recently engaged leads)
Lead Name (Alphabetically sorted)
Sorting helps prioritize leads based on urgency and importance.
You can use all three functions together for more precise results.
Example: Search for a lead name, filter by "Qualified" status, and sort by "Last Contacted Date."
This allows for efficient lead tracking and faster follow-ups.
By utilizing search, filter, and sort features in ClearCRM, users can streamline their workflow and focus on high-priority leads.
