How To Filter Contacts
Last updated
Last updated
Login to your account via https://crm-pipeline.kuasa.io/.
Click CRM Pipeline.
Click Contacts > Manage Contacts on the sidebar.
You may filter your contacts by filtering using Tags Filter feature as shown in the picture below.
You may type your Tagging name to filter contacts based on the tagging selected.
After you have selected the tagging, your tagging name will be shown as in the picture below. The contacts displayed are also from the tagging that you have selected only.
You may also filter contacts based on their statuses: Prosper or Customer.
You may click More Filter button to filter contacts with other conditions.
You may select any filter as shown in the picture below to filter your contacts.
Frequently Order
Click the drop-down to select the condition: More Than / Less Than / Equal
Enter number for the condition above.
Then, click Filter button.
Total Spending
Click the drop-down to select the condition: More Than / Less Than / Equal
Enter the number for the condition above.
Then, click Filter button.
Most Recent Orders
Click the drop-down to select the condition: Latest / Oldest
Select the range date.
Then, click Filter button.
Sign Up?
Select the range sign up date.
Then, click Filter button.
Follow Up?
Select the platform for follow up: WhatsApp / SMS / Email
Select the range follow up date.
Then, click Filter button.
Person In Charge
Select the Person In Charge.
Then, click Filter button.
Active Transaction
Select the range active transaction date.
Then, click Filter button.
Based on Property
Select the property to filter the contacts.
Then, click Filter button.
