How do I filter my tracked opportunities?

In the top navigation bar, click Track. The Track page appears, where you can see your tracked people, tracked properties, and saved labels.

Contents

Filter by label

On the Property or People tab, in the left bar, click the Label.png button. A list of your existing labels appears. Click one or more labels, and click Apply. All the tracked opportunities that match at least one of the selected labels will appear.

You can click the Unlabelled Only slider to filter for only those tracked opportunities that have no label assigned.

Alternatively, on the Property or People tabs, in the row for a tracked opportunity, click the name of a label. The list will automatically filter by that label.

Click the X.png on the label in the top bar to return to the comprehensive list of tracked opportunities.

FilterByLabel.gif

Refine properties by Discover map filters

On the Property tab, in the left bar, click the Discover filter by which you want to refine your tracked properties. Select your criteria, and click Apply. All the tracked opportunities that meet the selected filters will appear.

Click the X.png on the filter in the top bar to return to the comprehensive list of tracked opportunities.

RefineByFilter.gif

Filter people by Buy Score

On the People tab, in the left bar, click the BuyScore.png button. Select a Buy Score level, and click Apply. All the tracked people with a matching Buy Score will appear.

FilterByBuyScore.gif

Search by address or name

On the Property and People tabs, you can use the search bar in the upper right corner to search for any part of a property address or a person's name.

Clear any text in the search bar to return to the comprehensive list of tracked opportunities.

Search.gif

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