Make a Promptable Filter
The example below will walk through creating a filter in Leads List View for product interest. The same process may be applied in many different ways to create the filter that is just right.
Creating a Promptable Filter
Go to the Contacts Tab Go to Leads List View Choose Add to the right of the filter drop-down by clicking the ellipse button next to the filter. Give the filter a name (Example: Product Interest) and a description (optional) In the Search Column, choose Product Interest.Description In the Operator, choose Equals (Contains may also be used if looking for all products that contain a specific word, such as all "windows" products. This would pull any leads with a product interest that has the word windows in it) In the Search Value select the product interest the filter should search for (or, if contains was selected, type in the product) In the bottom left, choose the Promptable option as well as if this filter should be Personal or Public Choose Save To use this filter again to search the leads section for different products, simply select the filter from the drop-down, or, choose “Re-Prompt” to the right of the filter drop down, if the filter is already selected.