Filtering leads

Fahlyn H. shared this question ago

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Is there a screen or way to filter leads by customer pick up, deliveries and delivery and set ups? When I am looking at my upcoming week on the leads page....or, how do I set up my calendar to have differing colors for each of these scenarios?

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Jen H. ● 20 days ago

Here is what we have as far as color coding your calendar.

https://rental.software/support/knowledge-base/article/calendar-event-type-colors-deliveries-returns-single-day-multiday

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Fahlyn H. ● 13 hours ago

Thanks! But the following bookings are showing as delivery, but they are not delivery they are customer pickups. is there a way to differentiate in the ones I actually am delivering and ones that will be customer pickups: last

weekend all the orders showing on 9/19 were customer pick ups and not for delivery. this weekend Susan Hibsch is my only delivery and the rest are customer pick ups.

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Jen H. ● 25 minutes ago

There is no way to have the colors changed or add new colors for customer pick ups, but you can filter what you see on the calendar, please see the attached screenshot.

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