Filtering Leads

Ploti’s filtering system helps you quickly find the leads you need, whether you’re managing a dozen opportunities or hundreds.

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Adding Filters

1. Click the Filter button in your leads view
2. Select a field to filter by
3. Choose an operator and value(s)
4. Filter is applied immediately

Add multiple filters to narrow results further.

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What You Can Filter By

• Status & Priority — Find leads at specific pipeline stages or priority levels
• Source & Type — Filter by how you found the lead or what kind of deal it is
• Location — State, county, or city
• People — Who’s assigned, which team, which project
• Dates — Contact date, expected close, contract date, closing date
• Search — Find leads by title

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Combining Filters

• Multiple filters use AND logic—all conditions must match
• Multiple values in one filter use OR logic—any value can match

Example:

• Status is “Qualified” AND Priority is any of “High, Critical”
• Shows all qualified leads that are either high priority or critical

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Grouping Leads

Beyond filtering, group your leads by:

• Status - See pipeline stages
• Priority - Focus on what matters
• Assigned To - View by team member
• Team - Organize by team
• No Grouping - Flat list

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Sorting

Sort your filtered results by:

• Any visible column
• Ascending or descending
• Default: Most recently updated

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Saving Views

Create custom views to save your filter combinations:

1. Set up your filters
2. Click Save View
3. Name your view
4. Access it anytime from the views menu

Common saved views:

• “My Active Leads” - Assigned to me, not closed
• “Hot Opportunities” - Critical/High priority, Qualified+
• “Closing This Month” - Expected close in current month
• “Needs Follow-up” - Contacted, no activity in 7 days

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Display Settings

Customize which columns appear:

1. Click the Display settings
2. Toggle columns on/off
3. Reorder columns as needed
4. Save as default for this view

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Tips for Effective Filtering