DM Tracker gives you several ways to find and filter your contacts so you can focus on the right leads at the right time.
Searching All Contacts
Use the Contacts page to search across every contact in your organization - regardless of their follow-up status. This is useful when you want to:
Look up a specific lead by username
Check if someone is already in your system
Find contacts that aren't currently on the follow-up board
Filtering Your Follow-Up Board
Filter by Response Status
You can filter your follow-up board to show only:
Leads who have replied - Focus on active conversations
Leads who haven't replied - Focus on cold follow-ups
Filter by Tag
If you're using tags (e.g., "Hot Lead", "Call Booked", "Converted"), you can filter the follow-up board to show only leads with a specific tag:
In the top-right corner of the Follow-Up Board, open the Tag Filter
Select the tag you want to view
The board updates to show only leads with that tag
This is especially useful for prioritizing high-intent leads or focusing on a specific segment of your pipeline.
Using Tags Effectively
Tags let you organize leads beyond what the follow-up stages provide. Some ideas:
Tag | Use Case |
Hot Lead | They're interested - prioritize these |
Call Booked | Meeting scheduled, follow up to confirm |
Converted | They became a customer |
Not Interested | Save for later or exclude |
VIP | High-value prospect, give extra attention |
Create and manage tags in Settings → Tags.