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Prospect Statuses and Filter Toggles

PropStack™ has two places to filter your records: the Filters panel on the left, and Advanced Filters for more options.

 

Resources

→ "Any/All" Filters Explained

→ Owner Statuses and Filter Functions

→ How to Filter "Pushed to Campaign" Lists

 

The Filters panel

01-propstack-overview.png
01-propstack-overview.png

Section What it filters
Saved Filters Load a filter you saved before.
Distress Indicators How many distress indicators a property has (0 to 15).
Property Tag(s) Include tags (with the ANY / ALL switch) or exclude tags.
Prospect Status Blocked, Block List, Priority, Qualified Lead, Wrong Number.
Lead Stages Any of your lead stages.
Owner Status Verified Owner, Non Owner, Owner Not Found.
Archived NO shows active records; YES shows archived records.

Click Apply after making changes. Clear removes all filters, and Save saves the current filters for later.

 

Advanced Filters

Click Advanced Filters under the Apply button for more options.

03-advanced-filters-top.png
03-advanced-filters-top.png

  • Property Tags and Prospect Status: include or exclude, with an optional date range.
  • Lead Stage: one or more lead stages.
  • Dates: Skip Trace date, First and Last Import Date, Last Outbound and Last Inbound Contact Date.
  • Additional Filters: Owner Status, Pushed to SMS, Pushed to Direct Mail, Skip Traced, Opt Out, Recently Vacant, Has Reminder, Zip Code and In Sequence.

04-advanced-additional-filters.png
04-advanced-additional-filters.png

Most additional filters are Yes / No: Yes returns only the records where it's true, and No returns only the records where it's false.

Click Apply to run the filters, Save Filter to keep them, or Reset to start over.

Questions? Email support@leadsherpa.com.

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