How Do I Search & Filter Leads By Tags?

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Let's Search & Filter Leads By Tags

An easy way to find a certain group of leads is searching by their associated tag. 

In a few simple steps, search & filter your leads by using tags! 

 

Objectives

In this support article, you will learn step-by-step how to search & filter leads by tags.  

 

Steps

1. Log in to your Profit Drive account. Then, click on Leads located on the left-hand side. In the drop-down menu, click on List View.  

 

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2. You will be directed to your list of leads. Click on the funnel icon located on the upper right-hand corner. 

 

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3. Then, click on the empty space under Select Action located on the left-hand side. 

 

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In the drop-down menu, click on Tag.

 

Screen_Shot_2020-09-16_at_10.49.56_AM.png

 

4. Next, click on the empty space under Show entries located on the right-hand side.

 

Screen_Shot_2020-09-16_at_10.50.31_AM.png

 

In the drop-down menu, select which tag that you want to filter your leads by.

 

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Then, your leads with that specific tag will automatically appear. 

 

Thank You!

We appreciate you taking the time about to learn how to search & filter leads by tags! For questions, contact us at support@profitdrive.com.

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