There are a number of filters available in your PEOPLE list that organise and categorise your clients to help you quickly find what you are looking for. This guide provides an overview of what these filters do and some ways in which they can be used.
The filters are found at the top of your PEOPLE list.
The ‘Order by’ filters will reorder your PEOPLE list by the option selected.
Quick tip: first thing in the morning use Order By: Date Created to quickly display at the top of your PEOPLE list any new clients that may have requested a quote through your website that evening.
The ‘Show’ filters will only display the type of person selected. You can also display people who are currently in a live case or have been quoted.
The ‘Quote Status’ filters will allow you to filter clients who have been quoted based on that quotes current status.
Quick tip: regularly use the ‘attempted to contact’ quote status to list all clients who have a quote but require a discussion with you.
Pro tip: you can use multiple filters together to help you find exactly what you are looking for.