Do you find yourself using some filters over and over again? Create them as a template so next time you can just choose the template and get on with the results.

You can create both "company" and "people" templates inside of Leadworx by following few simple steps.

 A) Steps to create a "company" template

   1. Login to your Leadworx account.

2. Click on Websites from the left-hand side menu.

3. On the right-hand side in the template section select Company.

4. After selection,  click on the "Add template" button above.

5. A pop-up window will appear with numerous filter options. Fill in your desired filters such as employee size, industry, etc.

6. After the filters criteria are chosen, you can proceed to save the template by filling in the name, description and selecting the concerned website in the drop down menu.

7. Click save and you are done.

Congratulations! You have successfully created a "company" filter template for your website.


B) Steps to create a People template

  1. Login to your Leadworx account.

2. Click on Websites from the left-hand side menu.

3. On the right-hand side in the template section select People.

4. After selection,  click on the "Add template" button above.

5. A pop-up window will appear where you can enter the department and role that you wish to filter for. After which you can proceed to save the template by giving it a name, description and selecting the concerned website.

Congratulations! You have successfully created a "people" filter template for your website.

To know how to use these filters, read - http://help.leadworx.com/how-to-s/how-to-filter-using-templates

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