Filters narrow a call view to the households you want to work, such as those with a phone number, a renewal in a given month, or a particular owner. This article covers the filters on the Leads, Prospects and Customers call view pages.
Before you start
Open a call view page first (ex: Awaiting Quote).
(Note: The Team Members filter and the Change Owner bulk action show only for account owners and account managers.)
Steps
Click Filters above the household list. A number beside the button counts the filters you have turned on.
- On the Leads and Prospects call views, choose Personal or Commercial next to the button. Commercial shows only commercial households. Personal shows all households. On the Customers call view, use the Quote Type Focus filter described in step 5 instead.
In the panel that opens, set any of the filters in the first row:
- Phone: Has Phone or No Phone.
- Email: Has Email or No Email.
- Best Time to Call: Anytime, Morning, Afternoon or Evening.
- Tags: pick one or more tags. Tags are the household's marketing sources, shown in the list's Marketing Source column.
- Workflows: pick one or more workflows, or No workflow assigned.
- Halted Workflows: tick to see households whose workflow is halted.
- No Call Attempts and Hide Sold: on the Leads call view only.
- To filter by team member (account owner or account manager only), open Team Members, choose All Team Members or one or more people, and close the list. Until you choose anyone it reads Just me, and the list shows your own households. All Team Members shows every team member's households. Choosing it clears any people you picked, and picking a person clears it. After you choose people, the list shows those people's households. The dropdown lists active team members. On Missed Appts the control is greyed out and reads All Team Members. On the Leads Scheduled Appts tab it is greyed out and reads Just me. Scheduled Appts, Missed Appts and the Priority tables stay limited to households you own, households with no owner and calls scheduled with you, whichever team members you choose.
For more filters, click Add filter and tick the ones you want. They are grouped as follows:
- Insurance: Current Carriers, First-Party Carriers, Current Carrier Renewal Months, First-Party Renewal Months, Quote Type Focus (Customers call view only), Renewal Date.
- Geography: ZIP Codes, States.
- Demographics: Date of Birth.
- Free Game: Free Game and My Free Game (Leads and Prospects call views, and the Auto, Home, Life, Umbrella, Specialty and Commercial tabs of Customers).
- Household: Household Created.
- To remove an added filter, click the ✕ beside it. To clear everything, click Clear all.
Change the owner of the households you filtered
- With Team Members set to the person whose households you want to move, tick the households in the list. The checkbox at the top of a section ticks the rows on the current page only.
- The Bulk actions bar shows "N selected", and its buttons stay greyed out until you tick a row. Click Change Owner, choose the New owner, and click Save.
The Change Owner button shows for account owners and account managers. If you do not see it, ask one of them to make the change.
What happens next
The list updates as you change a filter. On the Missed Appts tab, Halted Workflows, Team Members, Hide Sold and Household Created are greyed out.
Troubleshooting
- If a filter you expect is missing, check the call view. Free Game and My Free Game do not show on the All Customers, Scheduled Appts, Missed Appts and Follow-up Date tabs of Customers, and No Call Attempts and Hide Sold show on Leads only.
- If Team Members does not appear, remember that it shows for account owners and account managers.
- If the team members you picked show no households, their households may not match your other filters. Click Clear all and try again.
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