Call + Lead Filtering

Here you will find how to filter and view calls and leads with LimePhone

We will take a look at filtering calls and leads within your Dashboard.

This can be done by going to Leads

View Calls, Leads, Scheduled Call, Outbound Calls, Missed Calls, Answered Calls and All Calls.

You can also filter Leads down by date as shown.

A Quick Filer View allows you to view Your Leads, Unassigned, All Assigned, New, Closed, Bad Fit and Favorites.

You can are able to filter the view by Lead Owner, Agent, Call Type, Lead Score etc.

Each filter allows you to perfectly view and organize your leads according to your preferences.

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Last updated 1 year ago