Filter Leads in Agent CRM

Users of the Agent CRM can filter their leads list by a variety of criteria to drill down into their leads. This feature is only available for the Agent CRM product.

Accessing and Using the Leads List Filter

1. Navigate to Control Panel > IDX > Leads > Search Leads.
2. Click the “FILTERS” button in the upper-right to open the Filter options.
3. Select a filter criteria by selecting an option for one of the dropdowns on the left-side, or selecting a tag on the right side.
4. Every time a criteria is applied, a grey chip will appear at the top of the Filter options screen to indicate what filters are currently applied. You can remove a filter by clicking the “x” symbol in any grey filter chip.
5. At the bottom of the Filter options screen, the blue “VIEW” button will indicate how many lead results match the applied filter criteria. To view the filtered leads, click the “VIEW RESULTS” button to be returned to the filtered lead results.
6. Clicking the “CLEAR” button will clear all applied filter criteria.

NOTE: The number that appears in the “FILTERS” button in the upper-right of the lead search screen indicates how many filters are currently applied to the lead results.

List of Filter Options

• Lead Type - filter leads by Buyer, Seller or Renter type
• Lead Status - filter leads by Active, Inactive or Deleted lead status
• Starred Leads - filter leads by whether the lead has a star applied or not
• Subscribed Leads - filter leads by whether they are subscribed to a campaign/email alert or not
• Lead Source - filter leads by their lead source
• Tags - filter leads by tags that are applied to their lead record

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