How to Make and Save a Filter Preset? | DripJobs Help Center

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How to Make and Save a Filter Preset?

How to Make and Save a Filter Preset?

In this article, you will find a detailed guide on how to make and save a filter preset.

Written by David Cerro

Updated over a week ago

1. Navigate to the Sales Pipeline

Navigate to the sales pipeline

2. Apply All the Filters You’d Like (Salesperson, Labels, Lead Source, etc.)

Apply all the filters you’d like (Salesperson, Labels, Lead source, etc)

3. Once All Filters Are Applied, to the Right Hand Side You Will Click the Button That Says ‘Save Filter’

Once all filters are applied, to the right hand side you will Click the button that says ‘Save Filter’

4. The Next Window That Opens up Will Show You All the Filters You Applied and Then You Can Give the Filter a Name

The next window that opens up will show you all the filters you applied and then you can give the filter a name

5. Once Those Details Are Added, Go Ahead and Click ’Save'

Once those details are added, go ahead and click ’Save”

6. Once Saved, You Can Click on the Drop Down Under ‘Filter Preset’ and You Will See the New Filter You Created

Once saved, you can click on the drop down under ‘Filter Preset’ and you will see the new filter you added.

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.