Overview
The Filters feature in WelcomeHome allows you to narrow your prospect list by criteria such as stage, score, and other categories. Use filters to focus on the right prospects at the right time and manage your pipeline more efficiently.
1. Navigate to the Prospects/Referrers tab.
From the main navigation, select Prospects to open your prospect list.
2. Open the filter panel.
Click the Filters button near the top of the page to expand the filter panel.
3. Expand the filter categories.
Click on any filter category to expand it and view the available options.
4. Select your filter criteria.
Click the dropdown for each category and select one or more values. You can apply selections across multiple categories to further refine your results.
5. Apply your filters.
Click Apply to generate your customized prospect list based on the criteria you selected.
Tip: You can select multiple values within each filter category. Mix and match across categories to build a highly targeted view of your pipeline.
Need help? Contact WelcomeHome Support at support@welcomehomesoftware.com.