1. Go to the Sales Orders module.
   
2. Select the required module list view.
   
3. Under Filter Sales Orders By, go to Filter by Subforms.
   
4. Select Ordered Items.
   
5. By default, Sales Orders with any Ordered Items will be chosen. Leave this as it is.
   
6. Click Add Field and select the Product name is [name of product(s)]. Add other fields and options as needed.
   
   
7. Click Apply Filter.

You work on a fresh set of leads every week. Over time, you lose track of the leads that needed a second or third follow-up. In reality, among those idle leads, there might just be a great deal waiting for you—but only if you follow up on it. Advanced filters can filter out such records for you within seconds.

1. Go to the Leads module.
   
2. Select the required module list view.
   
3. Under Filter Leads By, select the following combinations:
   
1. Select Activities > Without any activity > This year.
   
2. Select Notes > Leads without Any Notes > Created Time > This year.
   
   You can choose additional options as required.
   
   
4. Click Apply Filter. The records that meet the criteria will be displayed.
   
5. You can select records and assign suitable follow-up activities or run macros on them.

1. Go to the Contacts module.
   
2. Under Filter Contacts By, select Deals > Contacts with Any Deals.
   
3. Click Add Field.
   
4. Select Stage > is > Value Proposition.
   
   
5. Click Apply Filter.
   

1. Member Status lists the options that are either system-defined or customized by the admin. When a record is associated to a campaign, the user selects the member status manually to update the lead/contact's status. Thus, the member status field values may not be the actual customer responses and are editable by the user.
   
2. Service Status lists the values that are synchronized with the integrated campaigns. These values are the direct campaign responses from the customer and cannot be edited by the user.

Notes:

1. Member status field will be displayed for both offline and online campaigns.
   
2. Service status field will be displayed only for the online campaigns.
   

To filter leads or contacts based on campaign status

1. Go to the Required (Leads or Contacts) module.
   
2. Under Filter Contacts By, select these combinations:
   
1. Select the Campaigns checkbox.
   
2. Specifiy the Campaign name and choose the respective campaign from the suggestions. You can choose up to 5 campaigns at a time.
   
3. You can also select the Campaign type and Campaign status from the respective drop downs to narrow down your search suggestions.
   
4. If your Campaign Name belongs to any offline campaigns, choose the Member status to be "Opened" and "Clicked" from a list of other options.
   
5. If you choose the Campaign Name that is associated to the online integrations - Zoho Webinar, Zoho Campaigns, Zoho Backstage, Zoho Surveys, a supplementary filter, 'Service Status' gets enabled.
6. Select the required option. In this case Clicked and Opened.
   
7. Click Apply Filter.
   

Now all the recipients who either just opened your email or opened your email and clicked links are listed here. These Leads/ contacts are your prime prospects to be convinced and converted to business.

The purpose of having a website is complete only when you are able to keep a track of who visits it, make inferences about how people use it, when exactly they visit it etc. This information will help you serve your web visitors better and convert those visits to customers.

That said, advanced filters in CRM can help you make such inferences about leads and contacts who visit your website with the help of visitor tracking parameters. You will be able to filter out leads and contacts based on fields such as Average Time Spent on the site, chats missed, browser used to visit the site and so on. Following are a few scenarios in which visitor tracking information could help you make some important inferences.

Let's say you have a list of contacts who are at a particular stage of conversion. For instance, you have contacts with whom you're closing deals this month. You can drill down more specifically by selecting a potential amount for these deals. Some of these contacts may have messaged you on chat, but you might well have missed those messages. Through advanced filters, you can instantly filter out these contacts. Here's how:

1. Go to the Contacts module.
   
2. Under Filter Contacts By, select these combinations.
   
1. Select Deal Amount >= 50,000
   
2. Select Deal Stage > Proposal / Price Quote
   
3. Go to the Visitor Tracking section and select Chats > Missed > In the last 1 week
   
3. Click Apply Filter. 
   

Tracking your leads based on the average time they've spent on your website is also an effective way of converting them to deals. When your leads are spending more time on the site, you know that they're interested.Take these steps to track them:

1. Go to the Leads module.
   
2. Go to the Visitor Tracking section.
   
3. Click Average Time Spent (Minutes).
   
4. Select >= 1 minute from the picklist.
   
5. Click Apply Filter.
   

You have filtered out contacts based on their stages in the sales pipeline. Sales managers can track the progress that their sales reps have made by entering the email address of the sales rep who has attended to specific leads. Let's say, for instance that you're searching for leads associated with Charles Stone, your sales rep. Here's what you'll do:

1. Go to the Visitor Tracking section.
   
2. Click Attended By.
   
3. Type the email address of the sales rep. (eg. charles.stone@zylker.com)
   
4. Click Apply Filter. 
   

Now, all leads that Charles Stone has attended to will be displayed.