ChapterBuilder - Lead List - Saving your Filtering
Do you regularly filter your Lead List the same way again and again? Did you know that you can save your filtering options so that each time you login it can already appear as you want?
Saving your Lead List Filtering:
1. Navigate to your Lead List using the left navigation bar
2. Click the "Filter" icon at the top (located at the end of the Lead Search bar).
3. Apply the filters you want - here is a full list of filtering options.
4. Click "Apply Filters." Located at the bottom of the filtering pop-up.
5. Click "Save Filters." You should have a success message appear if they are successfully saved.
These saved filters will be applied every time you login to your ChapterBuilder account until you reset or until you save over your filtering.
Summary
Do you regularly filter your Lead List the same way again and again? Did you know that you can save your filtering options so that each time you login it can already appear as you want? This article will show you how to set and save your default lead list filtering.
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