Advanced Filters are a powerful tool in Myphoner, allowing a fine-tuned approach to managing your leads. Imagine you have a list of leads from various cities and you want to focus on contacting leads from Boston and New York. You can set up a filter for the city field to show leads from either Boston OR New York. Now, say you only want to contact leads from these cities who have shown interest in your product. You can add another condition to your filter for the field indicating interest, refining your queue to show only leads meeting BOTH these criteria. This way, Advanced Filters help in creating a more targeted approach to managing and engaging with your leads, saving time, and enhancing productivity.
If you've used Segments before, you can think of this as making a temporary segment right in the queue.
In addition, sorting helps arrange your unscheduled leads in a particular order based on a chosen field.
By understanding and utilizing the Advanced Filters, agents can significantly streamline their workflow, ensuring that the leads displayed in the queue are precisely the ones they need to focus on. This feature is not only a time-saver but a game-changer in managing leads more efficiently.
Things to Keep in Mind:
When you use a filter, it changes only your queue and doesn't affect others.
You can apply the filter to any queue, including segments.
The filter works on the specific list you are on.
Now that we've covered the basics, let's dive into how to use Advanced Filters.
Enable Advanced Filters
In order for agents to use the feature managers need to first enable it on the account, this can be done by going to:
Manage > Settings > Workflow Setting > Queues
Under Advanced Filters click the box.
Working with Advanced Filters
Using advanced filters you can filter the queue to show only leads that meet specific criteria based on the field data that is in the list. Here's how.
The sort options allow you to sort unscheduled leads by the values of any one field in the list, and you can do so either ascending (small values first/a-z) or descending (biggest value first/z-a).
Scheduled leads are not affected by the sort. They will be enqueued at the top of the queue when they are due for follow-up as always.
To reset sorting, just select "State last changed at" from the "Sort unscheduled leads by" select box.
Filtering your leads
This feature lets you filter your list so you only see leads that meet certain conditions.
For example, if you want to call leads in a specific city, you can use the city field to show only leads from that city (like in the example below with the city of Colares).
Adding More Conditions
You can set up more than one condition. If the conditions are on different fields, they all have to be true for a lead to show up (AND). If the conditions are on the same field, any one of them can be true for a lead to show up (OR).
For example, you can set it up so you see leads from either City One or City Two, but they also have to be signed up for the newsletter.
Note: The advanced filter only affects the list you're looking at now, and will be kept for next time you work on this list.
To remove the advanced filter conditions, hover the mouse to the right of each condition statement. A bin icon will appear - click it to remove that condition:
Once you have the advanced filters set back to the default settings, the blue info box will disappear and the filters accordion will collapse.