Use the Show Filters options
to limit the target contacts and leads that display in the list.
To filter:
-
Click
to
expand the list of filters.
-
Select the check box(es) of the filter(s) you want to apply.
- Contacts
- Displays contact responses that meet the filter
requirements.
- Leads
- Displays lead responses that meet the filter
requirements.
- Responded
- Select
Yes to view targets
who have responded or
No to view targets
who have not responded.
- Status
- Click the drop-down arrow and
select a status from the list. The list will display only the targets with the
selected status.
- Group
- Click the drop-down arrow and
select a group from the list. The list will display only the targets in the
selected group.
- Priority
- Click the drop-down arrow and
select a priority from the list. The list will display only the targets with
the selected priority.
- Last
Stage
- Click the drop-down arrow and select a stage
from the list. The list will display only the targets within the selected
stage.
You can select more than
one filter option. For example, you can check the
Show Contacts and
Response Method options
to view contact responses that have the same response method.
-
If required, click
Refresh to update
the grid.