How to use filtering, ordering & sorting

“It’s really easy to filter, order and sort lead data and tasks. Filters will allow you to create a bespoke view or get to specific information easily. Depending on the page you are looking to filter through, the options you are presented with will differ. On the today page you are given five options to help filter your results, Treatment, status, channel, affiliate and user. By selecting a specific treatment, in this case Invisalign, you can adjust the results to view only the tasks relating to that treatment. The leads page will allow you to filter, order and sort, allowing you to tailor the information you need easily. You can filter in a similar way to the Today page, with the additional option to select ‘active’ or inactive leads or all. By default we show Active leads. You can also sort your results by the ‘lead received’ date or ‘treatment value’ and then order by the date by either oldest to newest. Once your requirements are set press apply and then the page will reload with your results displayed.”