Searching using the Filter option For Leads

Expand Leads and Opportunities tab and click Leads Pipeline.

You will see the "Filter" button at the top left corner of the page.

 

 

On choose Filter page:

 

You can filter Leads by:

Stages - Will only show leads with particular Sales stage you choose.

Status - Will only show leads with particular Sales status you choose.

Win Prob - you can filter the percentage of probability you need to view.

Campaigns - will only show lead with the campaign you choose.

Records - You can set here how many numbers of row you need to see on the page.

Search - you can filter key words you need to show up on the list.

 

 

 

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