How to Apply Filters in Fivegrid | Easy Step-by-Step Guide
Fivegrid is a powerful SaaS tool that can help you streamline your data and make informed decisions. One of its key features is the ability to apply filters to your data. In this guide, we'll show you how to easily apply filters in Fivegrid to get the information you need.
Step 1: Log
Into Fivegrid
To begin, log in to your Fivegrid account using your username and password.
If you don't have an account, you can sign up for one on the Fivegrid website.
Step 2: Access Your Data
Once you're logged in, navigate to the Leads section.
Step 3: Apply Filters
Fivegrid will instantly apply the filter to your data, showing you the
results that meet your chosen criteria. Here are the key menus where you can
apply filters:
1. Type of Contact
Within the Contacts list, you can employ filters to categorize users by their source (e.g., Facebook, WhatsApp) and type (e.g., Hot, Warm, etc.).
2. Created Date
In
the Created Date filter, you can
sort or select users based on the date they registered. This helps in tracking
user engagement over time.
3. List of Owners
In the All Owners section, you have the option to handpick specific owners and utilize filters to narrow down the users. For example, selecting an owner named ABC will display all users assigned to that owner.
4. List of Products
Using the All Products filter, you can sort users based on the products they are associated with. For example, selecting Product ABC will list all users linked to that specific product.
Note: You have the ability to apply multiple filters simultaneously to refine your
data even further.
Example: In the screenshot below, you can observe that all the available filter options have been utilized to showcase a detailed and refined dataset.
Using filters in Fivegrid is a straightforward process that helps you
extract valuable insights from your data. Whether you need to narrow down your
results or explore specific data points, Fivegrid's filtering feature makes it
easy. Start using filters today to make your data analysis more efficient and
effective.
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