Filters

access level all users (full access) module leads 🔍 overview after selecting leads in the navigation bar, a set of filters will appear at the top of the page your prospect list is displayed below the filters you can combine multiple filters to create custom views tailored to your workflow ⚠️ warning the leads displayed may vary depending on your system permissions 🎯 filter options (examples) more filters (advanced panel) access advanced filtering options through the expandable "more filters" panel to use advanced filters select more filters to expand the advanced panel use multi select dropdowns for source select multiple sources with the "select all" option status choose multiple statuses simultaneously broker filter by multiple brokers at once apply your selections to refine results search the search bar is the primary tool for locating lead records you can use the dropdown menu to choose a search criterion business name client id contact info (email or phone number) status this filter allows you to search based on the current status of the lead options include (but are not limited to) bound dead new lead sold unreachable source & exclude source source filters by marketing source (e g , digital campaign, referral) exclude source removes leads from the list that are tied to selected sources ℹ️ note both source dropdowns now automatically hide archived marketing sources, showing only current active sources this reduces clutter and prevents selection of outdated options when accessing the marketing – sources tab multi source selection enhancement ✅ success the source filter supports multi select functionality with proper validation users can select multiple sources at once using checkboxes use "select all" to quickly include all sources download reports with multiple sources selected apply complex source based filtering combinations 📌 tip when downloading reports, the system now correctly validates and includes all selected sources in the export, preventing any data loss from multi source selections follow up source filter based on how the lead originated (e g , personal lead, transferred lead, business partner referral ) last assigned at / entered into system / sold at these filters allow you to apply date based criteria using a calendar pop up filter by date ranges filter by specific dates broker & payroll advisor narrow the list to clients assigned to a specific broker payroll advisor language filter by client language preference english spanish this is based on the language set on each lead card export filters available to users with export permissions allows the export of filtered results for reporting or external analysis using filters effectively once filters are applied, your results will update in the prospects list you can save commonly used filter combinations quickly toggle between saved filters for different workflows see the lead card overview documentation for more information about managing your leads after filtering saved filters system 📌 tip save your custom filter combinations for quick access to save a filter set configure your desired filters select save filter name your filter configuration access saved filters from the quick select menu ❌ restriction you can save up to 10 custom filter sets per user next steps after applying filters prospects list view and manage filtered results dashboard overview return to main dashboard 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels