Learn more about what contacts you can filter by here: Filtering Your Contacts
Once you know what filter you want to use follow the steps in this article.
Note: This article uses Lead Source as the option to filter with.
To filter your contacts:
- log in to MoxiWorks.
- Navigate into MoxiEngage.
- Click on People, and then select My People.
- Open up the Filters menu.
- Click into Lead Sources to review which lead sources are connected to MoxiEngage, and view how many leads flowed in from each lead source.
- View the names of the leads that flowed in from a particular lead source by checking the box of that lead source then click the blue Apply button.