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Advanced lead filters

Filter leads based on special conditions

Updated this week

For every campaign under the "Leads" tab, there is a "Filters" button that allows you to filter leads based on lead status, lead owner, and special conditions.


Lead Status

You can filter leads by the following predefined lead statuses or any custom lead statuses you created.

  • Reply received

  • Link clicked

  • Completed, No reply

  • Email Opened, No reply

  • No email opened

  • Unsubscribed

  • Bounced

  • Skipped

  • Contacted

  • Not yet contacted

  • Risky

  • Invalid

  • Valid

  • In subsequence

  • Completed

  • Interested

  • Meeting completed

  • Meeting completed, not closed

  • Won

  • Out of office

  • Lost

  • Not interested

  • Wrong person


Lead Owner

If you assigned the lead owner when importing leads, you can filter leads by lead owner in the campaign.


Lead ESP

You can filter leads by their email providers and set up Provider Routing when needed to improve deliverability.


Conditions

You can filter leads further by adding conditions for the number of times these have occurred (how many times opened) and within a specific date range (in the past X days).

  • Opened an email

  • Clicked a link

  • Replied to an email

  • Last contacted

You can also combine different conditions to filter out the leads, for example:
​Opened an email 3 times in the past 7 days + clicked the link 3 times in the past 10 days to follow up accordingly with these leads.

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