Saved filters

In simple words

Saved filters is part of CRM & Sales. Segment by category, status, source and date. This guide takes you through it in 8 short steps.

Where it fits in your work — Capture. Website forms, campaigns and CSV imports all create leads in one list.

Before you start

• You need to be signed in to your company's workspace. CRM & Sales appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Saved filters belongs to Lead management in CRM & Sales. Segment by category, status, source and date.

Step by step

1. 1

   Step 1

   Open CRM & Sales

   Sign in and open the CRM & Sales panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Lead & Campaign Analytics”

   In the left menu of CRM & Sales, open the page called “Lead & Campaign Analytics” (some pages sit inside a menu group — click the group to expand it).

3. 3

   Step 3

   Choose a view

   Use the tabs at the top of the screen to switch between:

   • Day
   • Week
   • Month
   • Year
   • Software Development17
   • Digital Marketing0
   • AI & Automations22
   • Industrial Training15
   • Resource Augmentation16
   • Internship Program20
4. 4

   Step 4

   Find what you need

   Type in the search box (“Name, email, or phone”) to find a record quickly.

5. 5

   Step 5

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Category
   • Status
   • Source
   • Date Range
6. 6

   Step 6

   Read the list

   Each row shows:

   • Campaign
   • Platform
   • Spend
   • Impr.
   • Clicks
   • CTR
   • Leads
   • Cost / Lead
   • Won
   • Revenue
   • ROI
7. 7

   Step 7

   Other actions on this screen

   You will also see these buttons:

   • Saved Filters
   • Export CSV
   • Today
   • Last 7 Days
   • Last 30 Days
   • This Month
   • This Year
   • Day
8. 8

   Step 8

   Done

   Segment by category, status, source and date.

Tips

• You can use more than one filter together (Category, Status, Source) to see exactly the records you want.
• The search box accepts: Name, email, or phone. Start typing and the list narrows down.
• Use “Export CSV” to download what you see, for example to share it or keep a copy.
• The tabs (Day, Week, Month, Year) show different views of the same data — switching tabs never changes anything.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open CRM & Sales → Open “Lead & Campaign Analytics” → Choose a view → Find what you need → Narrow the list → Read the list → Other actions on this screen → Done

What it connects to

• Projects

  A won deal creates the client and the project's starting point.

• Finance

  Invoices are raised for won clients without re-entering their details.

• Website

  Website forms feed your CRM directly.

• Social Media

  Campaign results sit next to the leads they brought in.

What you will see on this screen

These are the parts of the Lead & Campaign Analytics screen, exactly as they appear in the product.

Why use CRM & Sales

CRM & Sales replaces crm & lead management software, on the same login and the same data.

• No enquiry slips through — every lead has an owner and a due date
• Stale leads are flagged before they go cold
• See which campaigns actually bring revenue
• Won deals flow straight into clients and projects

Who uses CRM & Sales

• Sales & enquiry teams

  Work leads, log notes and follow up on time.

• Managers

  See pipeline health, stale leads and which campaigns bring revenue.

• HR & recruiters

  Track career applicants with status, notes and resumes.

• Marketing

  Measure campaign spend, attributed leads and ROI.

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