---
title: Filtering Enquiries
slug: filtering-enquiries
docTags: 
createdAt: 2024-12-20T09:00:56.209Z
---

The [Enquiries](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

1. Navigate to the [Enquiries ](docId:6Tr7YcPzJYzSJxwAItYrR) section from the left-hand side menu.
2. Click on the **Filters** button located at the top right corner of the table.

![](https://api.archbee.com/api/optimize/tjnHF_B8r1-EKcpEGK2I4-iqoQm5L4UAvAwzYtCKDUt-20250704-062527.jpg)

# Filtering Guide

## How to Apply Filters:

1. Click the **Filters** panel on the right-hand side of the screen.
2. Expand any category (e.g., Phone, Title, Stage, Created By).
3. Select or input the desired filter values.
4. 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

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:::

# 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.

![](https://api.archbee.com/api/optimize/tjnHF_B8r1-EKcpEGK2I4-2zbJvMHnclgmwAf8KqXv--20250813-140655.jpg)

# Practical Use Cases

1. **See all leads assigned to a specific team** by filtering by “Team”.
2. **Track ad performance** by filtering “Source” or “Channel” to find ad-attributed enquiries.
3. **Identify lost leads** by filtering “Stage” to “Lost” and checking the “Lost Reason”.
4. **Find urgent cases** by filtering “Tasks Due” for overdue or upcoming follow-ups.
5. **Review newly generated leads** by filtering “Created Date” within a recent range.

# Best Practices

1. Combine multiple filters (e.g., Location + Stage + Team) to narrow your search.
2. Save common filters using browser bookmarks with the filter URL applied.
3. Use “Last Stage Change” to detect leads that are stuck without movement.
4. Always clear unused filters before exporting or analyzing data to avoid skewed results.
5. Use column toggles to hide/show fields that align with your active filters for easier comparison.

# FAQs

1. **Can I apply multiple filters at the same time?**
   - Yes, you can combine as many filters as needed to narrow down your results.
2. **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.
3. **Can I filter by exact phone number?**
   - Yes, enter the full number in the Phone filter field for precise matches.
4. **How do I find enquiries with missing details?**
   - Use filters like "Stage is empty" or "Assigned To is empty" to find incomplete records.
5. **Can I filter by tags?**
   - Yes, just use the Tags section in the filter panel and select the relevant tags.
6. **Can I search by appointment times?**
   - Yes, use the “Appointment Time” filter to sort by upcoming or past appointments.
7. **Why are my filter results blank?**
   - Ensure the selected criteria actually match available data. Try loosening the filters.
8. **Can I filter enquiries created by a specific user?**
   - Yes, use the “Created By” filter to view enquiries entered by a specific team member.
9. **How do I reset all filters at once?**
   - Use the “Clear All” button inside the Filters panel.
10. **Can I export filtered results?**
    - Yes, after applying filters, click “Import/Export” and select your preferred export format.