Advanced Search Filters

The Lead Manager's advanced search is a tool used to filter and organize leads for the purposes of organization, exporting, and client information analysis. The primary benefit of doing these filters is that they can be saved and accessed/edited again later at a glance from the top of your Leads list.

For more information on using these filters, see our quick guide: How to use the advanced search filters in Lead Manager.

Criteria Options:

• Address: The given street address of a lead.
• Agent pond: Whether or not a lead is in a pond for agent assignment.
• Area: The area a lead performed their initial search.
• Assigned agent: The agent currently assigned to a lead.
• Assigned lender: The lender currently assigned to a lead.
• Assigned to any agent: Whether or not a lead has any assigned agent.
• Assigned to any lender: Whether or not a lead has any assigned lender.
• Assigned to any pond: Whether or not a lead is in any pond.
• Average property price: The average price of listings a lead has viewed.
• Bad email: Whether or not the email address of a lead was flagged as bad.
• Drip Campaign: Whether or not a lead is currently subscribed to a particular drip campaign/workflow.
• Drip Campaign Count: The number of drip campaigns/workflows a lead is currently subscribed.
• Email: The email address of a lead.
• Follow-up scheduled: When the next follow-up is to occur.
• Follow-up for user: The agent currently assigned to a lead's follow-up.
• Has used app: Whether or not a lead has used the MoveTo app.
• Important date label: The type of important date entered for a lead.
• Important notes: Information entered in a lead's important notes field.
• Last active date: Last date where a lead was active on their account.
• Last communication date: Last date where emails/text messages were sent or received by the lead.
• Last email update: Last date where an automatic market report or property update email was sent.
• Last favorited property date: Last date where a lead favorited a property.
• Last property valuation date: Last date where a lead performed a property evaluation.
• Last shared property via email date: Last time a lead sent a property via email.
• Lender pond: Whether or not a lead is in a pond for lender assignment.
• Market Report Viewed: Last date where a lead viewed a market report.
• Name: The name of a lead.
• New lead: Whether or not a lead has had action taken on their profile by the assigned agent or lender.
• New to: What user has a new flag for a lead.
• Notes: Information entered as a note activity for a lead.
• Phone: The phone number of a lead.
• Postcard failed to send: Last date where a postcard failed to be sent.
• Postcard sent: Last date where a postcard was successfully sent.
• Property location: The areas a lead has favorites/viewed properties in.
• Property type: The types of properties a lead has viewed.
• Secondary contact: The name, phone, or email address of a lead's secondary contact.
• Source: The source of a lead. Has a list of all existing sources in your lead manager.
• Source details: The details of a lead's source.
• Start date: The date a lead was created in the lead manager.
• Status: The status assigned to a lead by an admin or their agent.
• Tags: Whether or not a lead was marked with a specified tag.
• Timeframe: When a lead would like to buy/sell as specified by their agent.
• Tour requested: Whether a lead has asked to schedule a showing.
• Type: Whether a lead is a buyer, seller, both, or a renter.
• Urgency: How ready a lead is to take action with their agent.
• Wrong number: Whether or not their phone number was flagged as wrong by a user.