Step-by-Step Guide to Filtering Leads in SkillOutreach

Yes, you've got hundreds of leads—so many that they don't even fit on a single page. Don’t worry; SkillOutreach makes it easy to filter and organize your leads so you can focus on the ones that matter the most. Here's how you can quickly filter your leads to streamline your outreach process:

Step 1. Navigate to the Leads Section

Start by going to the Leads tab within SkillOutreach, where all your imported leads are stored.

Step 2. Click on the Filter Option

Once you're in the Leads section, you'll see the Filter button. Click on it to begin sorting your leads based on various criteria.

Step 3. Select the Desired Tag to Filter

You can filter your leads by tags you've assigned to them. Simply choose the tag that best matches the criteria you're focusing on. Whether you're looking for leads by industry, job title, or another category, the tags will help you narrow down your results.

Step 4. View Your Filtered Leads

After selecting your preferred tag, your leads will automatically update, displaying only the ones that match the filter. This will allow you to focus on high-priority leads without wasting time sifting through irrelevant ones.

How Tags Help You Stay Organized

Tags are a powerful tool in SkillOutreach that help you organize your workflow. By assigning relevant tags to your leads, you can filter, sort, and track your outreach efforts more effectively. You can even use tags to categorize leads by different outreach strategies, regions, or stages of the sales funnel.

More Filtering Options Coming Soon!

We're continuously working to improve SkillOutreach, and we’ll soon be adding more advanced ways to filter and sort your leads. Stay tuned for exciting updates to make your lead management even easier.