Happy July 2022! We are excited to share some exciting updates to the ChapterBuilder platform. We have made big improvements to the Events feature and Lead List.
Below you will find the June 2022 updates for the ChapterBuilder accounts for chapters.
Want to hide your A+ leads? Only want to see the leads assigned to you when you login? Now you can filter your Lead List and save it! That means that the next time you login, you won’t have to filter the list again to get it just right, your previous filtering that you saved will appear automatically.
Lead List > Save Filtering.mov
Here are some articles that can assist you with this new feature!
Saving your Lead List Filtering
Resetting your Lead List Filtering
We are excited to introduce two new filtering options now available on the Lead List. These are the ability to filter leads by those who do not have a tag or milestone.
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Here are a few articles to help you navigate filtering your Lead List
How to filter for a lead who doesn’t have a tag or milestone