Filter in 'Leads'

Ideas & feature requests
1

It would be very useful to be able to filter all ‘Leads’ by sales area

2

Thanks for the suggestion. Can you confirm that by “Sales area”, you mean the “Delivery areas” that Breww lets you configure within the delivery settings section?

3

Hi Luke,
‘Sales area’ is in the Custom Fields section ‘area location code’

4

Ah, in that case, this is a custom field that you (or someone else in your team) has added to Breww and so not a field managed by Breww. Custom fields cannot usually be set on Leads (unless they’re converted back to a Lead from a Customer), however, if the custom fields are set, you should be able to filter on them.

If you go to Leads in the main menu, then to All leads (button in top-right), then you should be able to filter this list using BrewwQL or the “Add filter” button and use your custom field.

I hope this makes sense.