TECOBI How-To Search and Filter Leads

TECOBI How-To Search and Filter Leads

1)From the Settings Home Page click the filter icon at the top right of the screen.

  2) The Text Message Filter Box will drop down allowing you to select filters for Archived and Active Leads, Text Messages, Lead Status and Phone Number.

3) To select between archived, active and All or both select the drop down arrow to the far right of the words Archived Leads and select the option you wish to choose.

4) To filter Text Messages between all and unread select the drop down arrow to the far right of the words Text Messages and click on your choice of search filter.

  5) To filter the Text Message Leads by Lead Status click on the drop down arrow to the far right of the words Lead Status and select the Lead Status of the Text Messages Status of choice.

  6) To filter the Text Message leads by the phone number attached to the ad campaign which the lead was inbound from click the drop down arrow to the far right of the words Phone Number to select which campaign leads to search.

Emily Geisler

Read more posts by this author.

Subscribe to TECOBI BLOG

Get the latest posts delivered right to your inbox.

or subscribe via RSS with Feedly!