How to Sort and Filter to Manage People

Select People from the Left Navigation Bar and then select the People Type you'd like to manage.


In the right corner of the Context Bar, click the Filter button to open the filter options. 


You can filter by Lead Type, Status, Primary Agent, Source, Intention, or Tags of the People you want to manage. As you make your selections you'll see the content of the page update to reflect those selections. Once done, press Filter.


Now is a great time to sort the content on the page. Do so by clicking the headings of columns with the Sort Indicators. For this example, I sorted by Submitted.


From this point, you can manage people individually or you can use the 
Multi-Select feature to manage multiple people at a time.

Do you still need help? Please call us talkdesk(855) 427-4848 or email

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