Requirements:
- Roof Quote PRO™ active subscription
Overview:
This article will walk you through how to use the filter feature on your Roof Quote PRO™ portal's dashboard. Filters allow you to narrow down the leads displayed so you can quickly find exactly what you're looking for. There are six filter options available: Lead Source, Rep, Status, Reassigned, Market & Date Range.
Accessing the Filters
To begin filtering your dashboard, click the filter icon located on the top right corner of the dashboard, next to the search bar.
Once clicked, the Filters panel will appear, displaying all available filter options. You can apply one or multiple filters at the same time to refine your view. The filters are "sticky" and will be remembered each time they are saved.
Filters
Lead Source
This filter allows you to display leads based on where the lead originated from.
- Web Lead - Leads that came through the RoofQuote PRO™ tool on your website
- Rep Leads - Leads that were created by users from your company through Rep Quotes
Rep
This filter allows you to display leads assigned to a specific user on your account. The dropdown will show all active users on your account, allowing you to select the rep whose leads you want to view.
Status
This filter allows you to display leads based on their current status. The available statuses are:
- New - Leads that have not yet been worked
- Open - Leads that are actively being worked
- Cold - Leads that have gone cold
- Lost - Leads that did not convert
- Sold - Leads that resulted in a sale
- Deleted - Leads that have been removed
Reassigned
This filter allows you to display leads based on whether or not they have been reassigned to another user.
- Reassigned - Leads that have been transferred from one user to another
- Not Reassigned - Leads that remain with their original assigned user
Market
This filter allows you to display leads based on the market the address belongs to. The dropdown will show all subscribed markets on your account.
Date Range
This filter allows you to display leads created within a specific date range. Use the start date and end date fields to define the range. The date range can be adjusted as needed to focus on leads from a particular period.
Applying & Clearing Filters
Once you've selected your desired filter options, the dashboard will automatically update to display only the leads that match your criteria. To remove all filters and return to the full lead view, click "CLEAR ALL FILTERS" or close the Filters panel using the X icon on the top right.