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Pre-set Filter

How to Edit Your Leads Page Pre-Set Filters​

In this guide, you’ll learn how to edit the pre-set filters on your Leads page. Whether you’re updating dates, stages, or other criteria, this step-by-step guide will walk you through the process.

Step 1: Identify Your Goal​

Let say your goal is to change the pre-set filter from 2024 to 2025. goal-change-from-2024-to-2025.png

Step 2: Enter Edit Mode​

  1. Find the group you want to edit. For example, if you’re updating the “⚡️ Created” group, locate it on the page.
  2. Click the three dots (···) next to the group name.
  3. Select “Edit pre-set filters” to enter edit mode.

go-to-edit-mode.png

Step 3: Find the group you wish to edit​

Look for the group you wish to edit. And click on the edit icon to enter edit mode to edit individual pre-set filter. edit-specific-filter-group.png

Step 4: Edit the label and enter Pre-Set Filter Edit mode​

Identify the pre-set filter you wish to edit. In this example, I want to edit “Jan 24” label to “Jan 25”. Once I’ve changed the label I will click the edit icon to edit the filter for “Jan 25”.

change-label-and-enter-edit-filter-mode.png

Step 5: Edit filter​

Now that I am in edit filter mode, I will update the filter for “Jan 25” accordingly. In this case, I want to change the year from “2024” → “2025”. Once done, click “Close”. change-filter.png

Step 6: Save Your Changes​

After making your updates, click “Save” to confirm the changes. save-preset-filter.png

Step 7: Verify the Changes​

  1. Check that the label has updated from “Jan 24” to “Jan 25.”
  2. Click on “Jan 25” to confirm that the data now reflects 2025. view-changes.png

Congratulations! 🎉​

You’ve successfully updated your pre-set filters. To edit other filters, simply repeat the same process.