How can I filter visitor data?

How can I filter visitor data?

In order to use the filter functions please visit Scan2Lead PORTAL and select 'Visitor Data' - 'Visitor Data' to find the filter symbols underneath the menu bar.



You have 6 different filters to use:


 Quality of visitor data received

 

 Lead Form - display visitor with one or more answers from the lead form

 

Visitor has rating

 

Visitor has attachments (e.g. scanned business card)

 

notes were added to visitor 

 

visitor has survey answer - the visitor replied to profile questions during the registration (only if available from the organizer)


 click the 'Reset Filter' button to get the list of all captured visitor data.



When filters are applied, the filter in use will turn yellow.



When a auto filter is selected, the data you want to display is listed, the rest is hidden. If the 'Export to Excel' button is clicked, only displayed data will be exported.

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