Why do it:
This feature allows you to segment your client list based on their progress status in the workflow, distinguishing between active clients, closed ones, or those not yet classified.
Procedure to filter by Lead Status
1. Access the section of the platform where you manage the client list or reports and where filtering tools are available.
2. Click the button to Add a filter or to open the filter panel.
3. In the list of filter categories, locate and click on the Flusso clienti group.
4. Select the filter named Stato lead.
5. Choose the status you want to display:
- Nessuno: Displays clients who have not yet had any interactions recorded in the Flusso clienti.
- In lavorazione: Displays clients who have had interactions but whose status has not yet been marked as completed.
- Completato: Displays clients whose status has been marked as closed or completed.
6. Click Apply filters to view the filtered client list.
