Advanced lead filters in Leadnote

The filter panel on the Leads & Customers screen lets you combine many conditions to build an exact list of leads. Tick or choose what you want, and the list updates immediately. Use it together with the four menus above the leads (list, stage, source, user) described in search and filter leads.

Open the panel

On wide screens the panel sits at the left of the leads. Click Hide Filters or Show Filters to collapse it. On narrow screens, click Filters to open it as a drawer. Sections open and close like an accordion, and a number badge on a section shows how many conditions are active in it.

Use Find Filter Criteria to jump to a section by typing, for example, "city" or "birthday". If nothing matches, Leadnote suggests terms such as country, organization, status, source, tags and potential.

Sections

Qualifiers

For deal size, choose the currency scope under the amount. A note explains whether amounts are compared in your base currency or in the deal's own currency.

Custom Fields

1. Choose a field under Select a Custom Field.
2. Choose a Filter condition: Equals, Contains, Does not contain, Is empty, Is not empty, Greater than, Less than, Greater than or equal, Less than or equal or Between.
3. Enter the Value and click Add Filter.

Each custom filter appears in Active custom filters and can be removed on its own. If you have no custom fields, a link sends you to Settings > Fields. See custom fields for leads.

Follow-up

• Follow-up: Overdue, Today, Tomorrow, This Week, Next Week, No Follow-up Date, Do Not Follow Up or Custom Range (then pick the dates).
• Assigned by: leads assigned by particular users.
• Unattended leads: 1+, 3+, 7+ or 30+ days without attention.

Activity

Filter on what people did: Activity done by, Activity type (Lead Stage Modified or Set Follow-up Date), Lead stage changed to, an Activity date range, Comment posted by and a Comment date range.

Lead Captured Info

Lead captured by and Lead captured on with presets Today, Last 7 days, Last 30 days, Last 90 days, Older than 90 days or a custom date range.

Organization & Location

Pick one or more Organization, Title/Designation, Country, State/Province, City and ZIP code. The option lists load the first time you open the section.

Notes

Type words under Notes to find leads whose notes contain them.

Bulk Update

Find leads touched by a bulk action: Bulk update done by, a Bulk update date range, and Exclude bulk updated leads (Yes, Exclude).

Info+

Birthdays and special events: Date of birth (Today, Tomorrow, This Week, This Month, Has Date of Birth, No Date of Birth, custom range) and Special event date with similar choices.

Others

Email status (Subscribed or Unsubscribed) and Lock status (Locked Leads or Unlocked Leads).

Read and clear active filters

Active Filters at the top lists each condition as a chip, for example "Lead stage: Qualified" or "Follow-up: Overdue". Click the small cross on a chip to remove that one condition. Clear All Filters removes everything.

Save and reuse a combination

1. Set your conditions.
2. Click Save Current Filter, type a name and click Save Filter.
3. Choose the name later from Saved Filters to apply it again.

Saved filters are personal. Teammates do not see yours.

Useful recipes

• Hot leads that nobody has followed up: Potential High, Follow-up No Follow-up Date.
• Calls due now: Follow-up Overdue, then sort by Follow-up Date.
• Quiet for a month: Unattended 30+ days. For a dedicated screen see unattended and stagnant leads.
• Birthday outreach: Date of birth This Week.
• Big deals: Deal size Greater than your threshold, then sort by Potential.