Working in the Leads module to find leads that have a phone number and an email address.
On the left of the screen, find FILTER LEADS BY.
Tick the check box (or type & check) the phone field – select ‘is not empty’
As above for the Email field
Click on ‘Apply Filter’ at the bottom of the screen. This will make another button called ‘Save Filter’ – click on this button.
Name your new filter eg ‘Email & Phone completed’ and Save Filter
This will be added to the SAVED FILTERS list to be used at any time.
You can only save up to 5 filters per module.