Filtering Lead Lists by Date Range
Follow these steps to filter your lead lists by a specific date range:
Navigate to the Leads List: Open the lead management page in your system.
Locate the “Filter Leads” Button:
In the top-right corner of the leads list, click the Filter Leads button.
Choose the Search Filter:
A new filter panel will appear.
Select the specific lead list you want to filter from the dropdown menu labeled Choose Search Filter.
Set the Date Range:
Use the Start Date and End Date fields to define the date range for your filter.
Click the calendar icon next to each field to select your desired dates.
Adjust the Page Size (Optional):
If needed, modify the number of results displayed per page using the Page Size field.
Apply the Filter:
Once your filter criteria are set, proceed to view the updated lead list based on your selected date range.
