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Edit Pre-Set Filters

Update the pre-set filters on your Leads page to match your current criteria (e.g., changing date ranges from 2024 to 2025).

Steps​

  1. On the Leads page, find the filter group you want to edit (e.g., "Created").

  2. Click the three dots (...) next to the group name and select Edit pre-set filters.

    go-to-edit-mode.png

  3. Click the edit icon on the specific filter group you want to change.

    edit-specific-filter-group.png

  4. Update the label (e.g., "Jan 24" to "Jan 25"), then click the edit icon next to it to modify the filter criteria.

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

  5. Update the filter values (e.g., change the year from 2024 to 2025) and click Close.

    change-filter.png

  6. Click Save.

    save-preset-filter.png

  7. Verify the updated filter shows the correct data.

    view-changes.png