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Documentation Recrutifyhub

Knowledge Base Guide

Quick Startup Guide

Getting Started

  • Recruitifyhub: Introduction
  • Know The Work Flow
  • Setting
    • Profile Settings
    • Notification Settings
    • Currency Settings
    • Payment Credentials
    • Finance Settings
    • Tickets Setting
    • Company Settings
    • Attendance Settings
    • Leave Settings
    • Custom Fields
    • Roles and Permissions
    • Message Settings
    • Lead Settings

Admin

  • How to Register & Signup as Company Admin
  • Admin: One time settings

Employee

  • Employees
  • How to Add Designation & Department
  • How to Add Employee – How does an Employee Register?

Clients

  • Clients: Summary
  • Creating Client
  • Client Filters

Leads

  • What is Lead
  • Add Lead
  • Lead Follow-Up
  • Lead Forms
  • Lead KanBan Board
  • Lead Form – Custom Field
  • Lead Report
  • Lead Filters
  • Lead Settings

HR

  • Employees
  • Leaves
  • Shift Roster

Work

  • Contracts

Finance

  • Estimates
  • Proposal
  • Home
  • Docs
  • Leads
  • Lead Filters

Lead Filters

Filter options are available to refine your search based on duration and type:

lead filters

Filter Duration:

  • Today
  • Last 30 days
  • Custom Range

Type:

  • All
  • Lead
  • Client

Search: Search by any keyword

Filters:

  • Date Filter On: Options

Lead Value: After adding the Lead Value column, apply filters by selecting leads within a specified range.

  • Min
  • To
  • Max

Follow-Up: Choose specific follow-up criteria.

Choose Agents: Select agents associated with the leads.

Lead Category: Filter by different lead categories.

Lead Source: Refine results based on the source of the lead.

Lead Status: Filter by Status.

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Updated on November 1, 2023
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