Apply filters to your contact list to view specific contact details and activities.
Filter by lead type:
Go to the Contacts tab and select the type of lead you want to filter contacts for. Choose from All Leads, Cash Offers, Home Value, Callback Requests, or Pending Home Info.
Filter by contact details:
Go to the Contacts tab and click Filters on the far right.
When you are done viewing contacts with one or more of the below filters applied, click Clear All to remove filters.
View how a contact was added to Fello Connect by clicking the Source filter.
Use the dropdown menu choose to view contacts that came from Connect (uploaded or manually added), CRM Integration, Widget, or Referral.
View contacts by which tags they are associated with by clicking the Tags filter.
Use the dropdown menu choose to view contacts that are tagged as Cash Offer, Home Value, or Hot.
View contacts that have offers associated with them by clicking the Offers filter.
Click Yes or No from the dropdown menu. Yes will take you to contacts that are associated with one or more offers, while No will take you to contacts with no offers.
View contacts by what their last activity was by clicking the Last Activity filter.
Scroll through the list of activities to select which you would like to view contacts for.
View contacts by their Engage status by clicking the Engage filter.
Choose between Inactive or Active.
View contacts assigned to a specific agent by clicking the Agent filter.
Choose the agent you would like to view assigned contacts for from the dropdown menu.