Adding, Editing, and Using Customer Filter Menus

Adding, Editing, and Using Customer Filter Menus

Interest Level, Type of Lead, Prospect Type, and Prospect Level

  • Each customer can be assigned one or more of these in their contact information.
  • All are user defined and can be used however you like, organizationally.


  • Typically they are used as search filters in the Contacts area for targeted marketing.


Creating a New Interest Level, Type of Lead, Prospect Type, or Prospect Level

  1. Go to Office > Back Office Settings > Table Editor then select the appropriate table option listing.
  2. Click Add More.
  3. Enter the name of the filter and click Active to YES.
  4. Click Update to save.

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