18.2.5 Apply Advanced Filter
From this menu you can search/find your
leads quickly and specifically as per your specified criteria. To do this,
follow the instructions below:
18.2.5.1 Click CRM>Leads Home. By default list of
all existing leads will be displayed as shown in figure 18.2.5a.
Figure 18.2.5a
18.2.5.2 Click icon
marked by red box in figure 18.2.5a. Advanced filter window will appear as shown
in figure 18.2.5b.
Figure 18.2.5b
18.2.5.3 Select the check box and relevant filter details in figure
18.2.5b. Figure 18.2.5b should now appear as shown in figure 18.2.5c.
Figure 18.2.5c
Note: For simplicity only one
search criteria is selected in figure 18.2.5c. You may select more than one
search criteria to have precise list of your requirement.
18.2.5.4 When you are done, click. Your leads satisfying the above criteria will be displayed as
shown in figure 18.2.5d.
Figure 18.2.5d
Please Note: You can also export current leads that are shown in the �Leads
List� by simply clickingicon
as indicated by red arrow shown below in figure 18.2.5e
Figure
18.2.5e
Tip: If your college has different �Delivery
Location� you can simplfy your �Leads Search� by selecting �All�
or a specific location as indicated by blue arrow above in figure 18.2.5e
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