Pipeline Filtering

Learn how to improve your workflow by filtering your pipeline for a clear and focused view of your tasks in this article.

To learn more about Pipeline Filtering check out the video below!

With Forefront you can filter leads leads on your pipeline by:

  • Users
  • Campaign
  • Strategy
  • Temperature
  • Time / Date

(All filters can be found on the top right corner of the CRM)

You can find detailed steps below with image

Filter by users

Filter leads based on the assigned user for efficient lead management

Filter by Campaign

You can focus your efforts on specific campaigns by using filters to select the ones you want to prioritize

Filter by Exit Strategy

You can easily select from a preset list of exit strategies within Forefront’s filter, once you’ve applied an exit strategy to a Lead

Filter by Temperature

Easily sort leads based on temperature: Hot, Cold, Warm, None, or All.

Filter by Time/ Date

You can easily sort leads by a specific time period using this feature

For any questions or concerns, feel free to reach out at [email protected]. We’re always happy to help!