Filtering Leads?

OMG Akron shared this question 5 years ago
Answered

As of today's update, we cannot figure out how to filter leads. We need to be able to sort by delivery type, item, sales person etc...where do we find that menu again? There used to be a 'filters' button or similar next to the keyword search

Comments (3)

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We see how you set it up now, but it's kind of quirky. For example, if I type a sales rep's first name, some come up and some dont. Colleen Mclaughlin....colleen mclaughlin wont work, but just her last name will. We exit and refresh the screen, and it comes up with her first or last name. Hope it's just a cookies/cache glitch that gets worked out

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this has been fixed

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I think it was a caching issue with your browser. It seems to work fine for me. FYI, you can type "salesrep: co m" and it will only look at salesreps and should find her name.