There are 2 types of filters available:
A. Default filter:
Go to main navigation menu < Leads.
On right side, click on filter icon.
In the default filter name, user can filter leads for:
Assigned to me.
Created last month.
Created last week.
updated last month.
updated last week.
Leads not converted and assigned to me.
Converted leads created last week.
Converted leads created last month.
B. Advanced Filter:
Below default filter, there is another option to use advanced filter for leads.
Advanced filter can be used:
to filter leads as per existing lead fields (default and user defined fields both).
to filter leads by combining more than one lead fields by using operators, AND & OR.
In addition to these, you can also save the filters you have created, for future which will save you a lot of time.
To sort Leads:
Go to main navigation menu < pipeline.
Once in the pipeline , next to filter option , you will find a sort dropdown menu, at the right end of the screen. Clicking on it you can sort the leads by following parameters :
A to Z
Z to A
Published on: 12 / 31 / 2017