Create Filtered Views
Organize leads by tier, archetype, timeline, and other criteria for efficient prospecting
Why Use Saved Views?
Quickly access high-priority leads (Tier 1, immediate timeline)
Segment by archetype for personalized outreach
Track leads by industry, company size, or role
Save time - no need to recreate filters every day
How to Create a Saved View
Step-by-Step:
- Navigate to CRM → Contacts
- Click Advanced filters at the top
- Click + Add filter
- Select a property to filter by (e.g., "BOSS Lead Tier")
- Choose the filter criteria (e.g., "is equal to" "HIGH")
- Add more filters as needed (AND/OR logic)
- Click Save view in the top right
- Name your view (e.g., "Tier 1 - Immediate Timeline")
- Click Save
Recommended Views for Bee Suite
🔥 Hot Leads (Tier 1)
Filter: BOSS Lead Tier = HIGH AND BOSS Timeline = "Immediately" or "1-3 months"
Call these leads first - highest conversion potential
📋 Qualified Leads (Tier 2)
Filter: BOSS Lead Tier = MEDIUM
Enroll in 7-day nurture sequence
🏗️ Architects (by Archetype)
Filter: BOSS Archetype = "Architect"
Use Architect-specific messaging and case studies
⚡ Catalysts (by Archetype)
Filter: BOSS Archetype = "Catalyst"
Emphasize rapid growth and momentum
🎯 Fractional Pathway
Filter: BOSS Top Pathway = "Fractional"
Focus on flexibility and portfolio career benefits
📞 Follow-Up Needed
Filter: Last contacted date is more than 7 days ago AND BOSS Lead Tier = HIGH or MEDIUM
Don't let hot leads go cold
BOSS Custom Properties You Can Filter By