DEALERSIP User Manual

There are cases when you may need to apply the same filter repeatedly. For example, if there are frequent queries to list vehicles where the make is Audi and the price is under 200,000, you can save this filter and apply it on demand.

Steps to Save a Filter

1. As you create custom filters, they appear in the Filters side window. Refer to this section to know how to open filters side window.
2. In the following image, the red rectangle highlights the filters that were applied.
   
3. Click on the "--Select Custom Filter--" dropdown list and select "Save Current Filter As" as shown in the following image.
   
4. A small window will appear asking for a filter name. Type the filter name and click Save.

Your saved filter will now appear in the "--Select Custom Filter--" list. The next time you open a report, simply select your saved filter from the list to apply it instantly.

Use Case: Creating and Saving Filters

You can create and save filters as needed for quick access. Below is an example use case:

Example Scenarios:

• Filtering Leads by Interest: You may need to filter leads who were interested in a specific vehicle model. For example:
  • Filter leads interested in Audi A5 and save it as "Audi A5 Leads".
  • Filter leads interested in Toyota Camry and save it as "Toyota Camry Leads".
• Quick Access to Saved Filters: Whenever an Audi A5 arrives in stock, simply select "Audi A5 Leads" from the filter list and load the report. This ensures you can quickly identify potential buyers and follow up accordingly.