Views and filters
Create your own views for the work list, filter by conditions, share them and set a temporary filter.
A View is a saved selection of your leads in a project, for example ‘All leads that were not reached twice and have no appointment’. You can find it in the sidebar of the work list under My views. The flow template can hide this block, see Sales flow.
A view is only a selection. It does not delete any leads and does not make a lead callable. Due leads and the Power Dialer remain tied to the due date, contact window and blocks.
Create a view
- In the sidebar, click the plus next to My views (New view).
- Enter a Name (required) and, if you like, a Description.
- Choose the Sort order: Newest first, Oldest first, By due date or Work order (callable only).
- Under Visible to, choose who sees the view: ‘Only me’ or everyone in the project. Shared views are created by project leads and administrators; everyone else creates views that only they can see. Private views carry a padlock.
- Set the Conditions (see below) and click Save view.
Without a condition, the view shows the project's entire stock.
Conditions
With Condition you add a row. On the left you choose the field; on the right, depending on the field, come the selection and the value. Several conditions apply together (‘and’). With OR group you create a group in which one condition has to match; with Add condition to group you extend it. The bin icon removes a condition. A view has at most 40 conditions.
| Group | Fields |
|---|---|
| Status | Stage, Detail status, Owner, Origin, Due date |
| Contact attempts | Nobody reached (attempts), Contact budget, Cadence paused, Cadence, Do not contact, Phone blocked, Outcome documented, Reachability |
| Tasks and emails | Task, Info email |
| Appointments and evidence | Appointment, Activity, Checklist |
| Custom fields | a filterable custom field of the project, with operator and value |
Some fields need more detail:
- Appointment: present or not, the status of the appointment, the type of appointment and a period from–to.
- Due date: for example is due, is not due, is due today or overdue, is due within … days, has been overdue for … days, due before or due from a date.
- Activity: whether the lead has a documented activity (or none), narrowed down by:
- Features (all), for example Reached, Spoke to decision maker or Appointment booked,
- Event type, for example Unqualified or Bad data,
- Stage at the result: the stage the lead was in when the outcome was documented. This shows you where a lead dropped out, even if it now sits in ‘Lost’. For older outcomes, Leadmode fills in the stage as far as the history allows; if it is missing, the outcome does not count here.
- Block: the scope of the documented block, namely This channel, Phone or All channels (do not contact).
- in the last … days.
- Do not contact and Phone blocked are two separate fields: a do-not-contact is an explicit ‘do not call any more’. A blocked number, for example because of a technical block or a wrong number, is not a do-not-contact and can be lifted once it has been clarified.
The system lists of the Contact control (for example Bad data, Unqualified, Do not contact) are ready-made views of this kind.
Change, copy and archive a view
Select a view in the sidebar. Below it are the buttons:
- Edit if you are allowed to change it, otherwise View. System views and other people's views can only be viewed.
- Copy creates your own version that you can adjust. This is how you build on a system view.
- Archive (in the edit window) removes the view from the sidebar. No leads are deleted.
Temporary filter
The filter icon in the header of the work list (Set filter) opens the same editor as a Temporary filter. The filter applies only in this session and in addition to the selected list. It is not saved and does not change any leads. With Apply filter you switch it on; a ‘Temporary filter active’ indicator shows how many entries it has, and the cross next to it (Remove temporary filter) ends it.