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How can I filter and select a specific group of my customers?

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By Jordan Richardson

December 19, 2019

1. From the "Customers" page, click on the magnifying glass in the top left-hand corner.

2. Browse through the Customer Info, Interaction, Lead Gen, & Reputation tabs to find your desired filters.

3. Once your desired filters have been select, hit "Apply Filters" to pull up your intended list.


Here are a few videos that explain what can be done with each section: Customer Info, Interaction, Lead Gen, & Reputation.

Customer Info

Interaction

Lead Gen

Reputation


*If you can't figure out how to filter your customer list appropriately, email support@revetize.com with an explanation and we'll help you get it figured out.

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