Custom Lead Filters (Mobile App)

Overview

Custom Lead Filters, introduced in Mobile App version 2.7.2.2, allow you to create and save your own lead filter combinations directly in the app. Once saved, you can quickly apply them to your lead list without having to manually re-apply filters every time.

Creating a Custom Filter

1. Open the Dealer Studio mobile app and go to Leads.
2. Tap the Filter icon to open the filter panel.
3. Apply the filters you want to save (e.g. status, assignee, source, date range).
4. Tap Save Filter and give it a name.
5. Tap Save to confirm.

Your custom filter will now appear in your saved filters list for quick access.

Applying a Saved Filter

1. Go to Leads in the app.
2. Tap the Filter icon.
3. Select your saved filter from the list.
4. Your leads will update to show only the results matching that filter.

Managing Saved Filters

You can rename or delete saved filters from the filter panel. Tap and hold a saved filter, or use the edit option next to it, to manage your saved filters.

Notes

• Custom filters are saved per user and per device.
• This feature is available on iOS and Android from app version 2.7.2.2 onwards.
• Make sure your app is updated to the latest version to access this feature.