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How to apply filters to sales results in your back-end?
To apply filters to results in your back-end
Connect to LeadSeed.
Go to the "RESULTS" menu.
For sales assets:
Click the "ALL RESULTS" submenu.
In the upper right-hand corner click on the icon bellow (1).
Select filters that you want to appear in "RESULTS" section.
Reset filters by clicking on the second icon bellow (2) if you want to set default filters: company name, customer reference code, creation date, % (completion rate), sales rep, assessment, campaign, deal status.
For some columns you can filter your results by typing a name (e.g. company name, sales rep)
For some columns you can filter your results by choosing out of the list (e.g. Assessment, Campaign, Status)
Please note, that filters that can be applied are those that are based on the standard questions in the survey. Filters based on customer specific questions cannot be applied.
