Filtering leads by organization names question

How do you filter leads by organization name prioritized alphabetically and by number in organization title?  A to Z and 1 to __ ?

5

Comments

10 comments
  • Hi Bruce,

    We don't have a way to specifically choose those types of orders for filtering, but you can use the custom filter to filter by organization. 

    Custom filters are a great way to quickly view a group of leads, contacts, organizations, opportunities, or projects.

    We have a helpful article and short video that show you how:

    Setting up custom filters
    &
    Insightly University 118: Creating and Using Filters

    I hope this helps!

    0
    Comment actions Permalink
  • Hi Bruce,

    I just replied to you in your support ticket, but I will mention it here as well:

    There is not currently a way to sort or filter your Leads alphabetically or numerically. Here is a link to that existing suggestion in our Community where you can choose to add your vote and/or comments.

    I understand it may not be ideal, but the best option for you at this time would be to export the Leads and custom sort them in Excel.

    You may also find that using Tags, Custom Fields &/or Custom Filters helpful when looking to group and organize your records.

    Thank you!

    0
    Comment actions Permalink
  • Add me to the list of those who want to sort by LEAD.  Thanks.

    0
    Comment actions Permalink
  • I agree, add me to this list too please

     

    0
    Comment actions Permalink
  • Hi Charles and Nick,

    Thanks for your feedback. Please make sure to show your support by voting this up:

    0
    Comment actions Permalink
  • We need to be able to sort leads by DATE ADDED!

    1
    Comment actions Permalink
  • Hi Yovi,

    The Advanced Reporting feature will allow you to view Leads by Date Created. Here are the steps:

    1. Go to Reports
    2. Click Advanced Reporting
    3. Click Lead Reports
    4. Click Lead Report
    5. Click the Date Created header to sort by Date

    I hope this helps!

     

    0
    Comment actions Permalink
  • Sorting by organization name is HUGE. This feature can't possibly be that hard to implement. From a user experience standpoint, I'd recommend some sort of bar across the top to sort by whatever columns are visible, simply by clicking on the column name.

    1
    Comment actions Permalink
  • Any updates on this? It's been a few years now since it was originally brought up

    Definitely need to be able to simply sort by Organization. I don't prospect off the people I need to talk to, but by the organizations and the companies I want to do business with.

    The leads page is unfortunately under utilized because it's not setup well.

    Thanks

    0
    Comment actions Permalink
  • Hey guys, 

    You can filter your leads by Organization name! By creating a leads report, you can select Organizations as one of your columns. Then, you filter by that column and you are all set! The below screen shot shows you how to do this.
     
    0
    Comment actions Permalink

Please sign in to leave a comment.