Sierra: Filtering leads and Smart Filters

1. Smart Filters

Sierra allows saved searches called Smart Filters for easy access. They will appear next to the All Leads filter. If there are more saved filters, view this by selecting the ellipsis (1) at the end of the list. To make updates or changes to your Smarts Filters select Edit Smart Filters at the end of the list. The Smart List Menu will open with options to edit, delete, or duplicate all existing Smart Filters.

Smart Filters are useful for saving searches that you perform often instead of needing to recreate them each time. Once the filter is set up with all your criteria, select Save As Smart Filter (1). A box will prompt asking to name this new filter with the option to add a description. Now the Smart Filter will appear on your list. You can rearrange the order of the Smart Filters as the list appears by selecting and dragging the lists in the toolbar. 

2. Filters and Advanced Search

By selecting the Advanced Search button (2) in Sierra, the option to further filter how you search through your leads expands, as seen in the image above. The filtered search has three drop-down boxes: All statuses, All Agents, and Visited. Selecting Advanced Search adds the fourth search box: Criteria.

The criteria option is organized into sections: Contact Info, Lead Engagement, Lead Search Activity, Tasks, and Action Plan Activity.

Here is where you will find the bulk of the most commonly used filter options, including tags, sources, contact information, etc. When selecting one of the options, you will receive more criteria boxes. For example, when selecting the HANDRAISER tag, the criteria box appears to narrow down when the tag was added or removed.