Filtering Enquiries
9 min
The Enquiries 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
- 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.