Lead Filtering Options
These are the Search Column options available when building a filter in Leads List View To learn how to build a filter, check out this article: How to Add or Edit a Filter
Leads Filtering Options |
Activity.Assigned To |
Activity.Completed Date |
Activity.Due By |
Activity.HasMultiplePendingCallOutActivities |
Activity.HasPendingActivities |
Activity.HasPendingCallOutActivities |
Activity.Notes |
Activity.Reference |
Activity.Result |
Activity.Scheduled By |
Activity.Type |
Add'l Contacts.Address Line 1 |
Add'l Contacts.Address Line 2 |
Add'l Contacts.City |
Add'l Contacts.Email |
Add'l Contacts.First Name |
Add'l Contacts.Last Name |
Add'l Contacts.Note |
Add'l Contacts.Phone |
Add'l Contacts.Relationship |
Add'l Contacts.State |
Add'l Contacts.Title |
Add'l Contacts.Zip |
Appointment.Date |
Appointment.HasAppointments |
Appointment.Lead Issued Date |
Appointment.Notes |
Appointment.Result |
Appointment.Result Reason |
Appointment.Salesperson 1 |
Appointment.Salesperson 2 |
Appointment.Set By |
Appointment.Type |
Contact.Address Line 1 |
Contact.Address Line 2 |
Contact.Age Group |
Contact.Age of Home |
Contact.Carrier Route |
Contact.City |
Contact.Company |
Contact.Country |
Contact.County |
Contact.Do Not Call |
Contact.Do Not Email |
Contact.Do Not Mail |
Contact.Do Not Text |
Contact.DPBC |
Contact.Email |
Contact.First Name |
Contact.HasDoNotCall |
Contact.HasDoNotText |
Contact.HasFederalDoNotCall |
Contact.HasHouseDoNotCall |
Contact.HasPhoneNumber |
Contact.HasStateDoNotCall |
Contact.HasWrittenPermissionToCall |
Contact.Home Value |
Contact.Income Level |
Contact.IsLeadAndCustomer |
Contact.Last Name |
Contact.Last Update |
Contact.Latitude |
Contact.Length of Residence |
Contact.Longitude |
Contact.Marital Status |
Contact.Marketing Queue |
Contact.Notes |
Contact.Phone Type |
Contact.Phone/Fax Number |
Contact.Record Creation Date |
Contact.Record Last Update By |
Contact.Record Source |
Contact.State |
Contact.Style of Home |
Contact.Tagged |
Contact.Title |
Contact.Website |
Contact.Year Home Built |
Contact.Zip Plus 4 |
Contact.Zip/Postal Code |
Inquiry.Address Line 1 |
Inquiry.Address Line 2 |
Inquiry.Canvasser |
Inquiry.City |
Inquiry.ConnectAccount |
Inquiry.ConnectAccountAcceptedDate |
Inquiry.ConnectAccountRejectedDate |
Inquiry.ConnectAccountRejectedReason |
Inquiry.Division |
Inquiry.HasInquiries |
Inquiry.Inquiry Date |
Inquiry.Lead Source Primary |
Inquiry.Lead Source Secondary |
Inquiry.Notes |
Inquiry.Promoter |
Inquiry.State |
Inquiry.Status |
Inquiry.Taken By |
Inquiry.Telemarketer |
Inquiry.Zip |
Lead Paint.Lead Paint |
Lead Paint.Pre-1978 |
Lead Paint.Year Built |
LeadPaint.HasLeadPaintInquiry |
Product Interest.Description |
Product Interest.HasProductInterests |
Product Interest.Price Quoted |
Product Interest.Product |
Proposal.Date |
Proposal.Date Delivered |
Proposal.HasProposals |
Proposal.Sent |
Proposal.Status |