To learn more about Pipeline Filtering check out the video below!
With Forefront you can filter leads leads on your pipeline by:
(All filters can be found on the top right corner of the CRM)
Filter by users
This allows you to filter the lead according to the assigned user to the Lead
Filter by Campaign
This allows you to filter by campaign to provide more focus on which campaign you want to pull more effort into.
Filter by Exit Strategy
Forefront provides you a preset list of exit strategies that you can choose from with in the filter, if you have used the exit strategy on a specific Lead.
Filter by Temperature
This allows you to Filter leads by their temperature, Hot, Cold, Warm, None or All.
Filter by Time/ Date
This allows you to filter leads that came in through a specified time frame.