HappierleadsDocs

Filter your leads

Narrow the leads table by period, search, ICP score, traffic source and any field.

Start with the period, search for a name or domain, then add filters: ICP score, the ad that brought them, or any field of the person, the company, their behaviour, campaign or CRM.

Try it on the real dashboard
  1. Pick the period and search.
  2. + Filter: ICP score and traffic chips, then a category, a field and its value.
  3. Close the panel — filters stay as chips. Keep a set with Save as view.