Hey there! π
Are you ready to become a master at filtering leads before exporting them to a CSV file? This guide is your golden ticket! ποΈ Let's make it super simple and fun. Here we go! π
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Find the Magic Funnel π§ββοΈ Head over to your 'Leads List' page. Keep an eye out for the little funnel icon β that's your gateway to filtering wizardry!
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Filter Like a Pro π΅οΈββοΈ Give that funnel icon a click, and voilΓ ! You're now in the realm of lead filtering. This is where the magic happens. You can customize which leads to see and eventually export by applying these filters:
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Advanced filters: Advanced filters are here to make your life easier! You can now effortlessly filter leads by Full Name, Company, Occupation, or Headline.
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Statuses: Feel free to select multiple statuses. Mix and match as you like!
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Email statuses: Filter leads based on whether their email addresses are verified or unverified.
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Current Step: Zoom in on leads at a specific step of your campaign.
- Statuses + Current Step Combo: Why not both? Get the best of both worlds by combining these filters.
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Multiple Steps: Pick more than one step if you want a broader view. The more, the merrier!
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Advanced filters: Advanced filters are here to make your life easier! You can now effortlessly filter leads by Full Name, Company, Occupation, or Headline.
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Perfect for Tracking Connections π Say you only want to focus on leads who've accepted your connection. Easy! Just apply these filters, and you'll have a neat list of your new connections ready to export.
β οΈ Remember: Leads in the 'Finish' status are off the campaign track. They've completed their journey, so no further steps will be executed for them.
And there you have it! Filtering leads is like having a superpower in your Simply-B2B toolkit. π¦ΈββοΈ
We hope you find this guide super helpful. Keep enjoying your Simply-B2B adventures and filter away! ππ
Happy campaigning! π«
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