Add Filter for Active only Leads | Feature Requests

Add Filter for Active only Leads

Cameron McDonald

Is it Possible, To add filter tags to the CRM, to filter out Dead or Sold Leads from your Lead list or work Plan. Even to add a Filter to only show Currently active leads, so it removes/hides the leads that have already been sold, or marked dead.

I feel this will help with follow up and make things look less cluttered and save time with sorting through follow up, especially with Long term Follow up.

Jodi Miller

I agree. Adding the Filter to allow for "Current Stage" so you we could weed out the dead and delivered.

Shelby Parker

Thanks for sharing this, Cameron McDonald — totally hear you on how much clutter sold/dead leads can add, especially with long-term follow-up. This is really helpful feedback, and I’m looping it into our review so the team can look at options like an “active only” filter (and/or hiding sold/dead leads) in the lead list and work plan. If we need any extra details on your workflow, I’ll follow up.