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Filter to show leads with no payments
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Can you tell me how to create a filter to show all leads in the "contract" status that have no deposit or payments made?
I'm not sure if there's a "deposit" keyword I can use or not.
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Sorry about that! I responded to the wrong questions, I'll be in touch about the no payment filter soon!
Sorry about that! I responded to the wrong questions, I'll be in touch about the no payment filter soon!
Hey Matthew we do have the keyword filter "pay: 0" which would show you all of the leads that have made 0 payments but it looks like this isn't actually working currently so I've added a ticket for this in our product development system. You can still use the preset filters "Has Balance Due" or "Has Credit" to view customers who might have paid but not the full amount and customers who have a credit with you. I'll let you know once the "Pay" keyword is fixed, let me know if you need anything else!
Hey Matthew we do have the keyword filter "pay: 0" which would show you all of the leads that have made 0 payments but it looks like this isn't actually working currently so I've added a ticket for this in our product development system. You can still use the preset filters "Has Balance Due" or "Has Credit" to view customers who might have paid but not the full amount and customers who have a credit with you. I'll let you know once the "Pay" keyword is fixed, let me know if you need anything else!
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