Filtering Enquiries

the enquiries overview docid 6tr7ycpzjyzsjxwaityrr module in sanoflow offers advanced filtering options to help you quickly locate and analyze leads based on specific criteria filters enable more effective pipeline management, faster decision making, and easier reporting getting here navigate to the enquiries overview docid 6tr7ycpzjyzsjxwaityrr section from the left hand side menu click on the filters button located at the top right corner of the table filtering guide how to apply filters click the filters panel on the right hand side of the screen expand any category (e g , phone, title, stage, created by) select or input the desired filter values the table will automatically update based on your selection available filter categories include name phone country title created date / closed date location specialist service department appointment time channel estimated value tags description source assigned to team created by tasks due stage lost reason last stage change (minutes) outlet name clearing filters click the x on the filter chip at the top of the table or use the clear all option from the filters menu practical use cases see all leads assigned to a specific team by filtering by “team” track ad performance by filtering “source” or “channel” to find ad attributed enquiries identify lost leads by filtering “stage” to “lost” and checking the “lost reason” find urgent cases by filtering “tasks due” for overdue or upcoming follow ups review newly generated leads by filtering “created date” within a recent range best practices combine multiple filters (e g , location + stage + team) to narrow your search save common filters using browser bookmarks with the filter url applied use “last stage change” to detect leads that are stuck without movement always clear unused filters before exporting or analyzing data to avoid skewed results use column toggles to hide/show fields that align with your active filters for easier comparison faqs can i apply multiple filters at the same time? yes, you can combine as many filters as needed to narrow down your results will my filters be saved after i leave the page? no, filters are session based and will reset when you refresh or leave the page can i filter by exact phone number? yes, enter the full number in the phone filter field for precise matches how do i find enquiries with missing details? use filters like "stage is empty" or "assigned to is empty" to find incomplete records can i filter by tags? yes, just use the tags section in the filter panel and select the relevant tags can i search by appointment times? yes, use the “appointment time” filter to sort by upcoming or past appointments why are my filter results blank? ensure the selected criteria actually match available data try loosening the filters can i filter enquiries created by a specific user? yes, use the “created by” filter to view enquiries entered by a specific team member how do i reset all filters at once? use the “clear all” button inside the filters panel can i export filtered results? yes, after applying filters, click “import/export” and select your preferred export format