On the Leads or Deals page, click AI Mode inside the search box, then type what you want to see. FlowForce turns your sentence into filters and updates the list.
Steps
- Go to Leads or Deals.
- Click AI Mode at the right end of the search box. The box changes to say Ask in plain English.
- Type your request. For example: "real estate leads in Canada", or "leads added this week with no owner".
- Press Enter. The list shows the matches.
- Click AI Mode again to turn it off.
Tips for better results
- Say who and where, such as "founders in Texas".
- Name the stage or a date range, such as "deals in Negotiation" or "leads from last week".
- If the list is not what you expected, add more detail and try again.
AI Mode or Filter
AI Mode is fastest when you can describe what you want. Filter is better when you want exact choices from a menu, such as one stage, one form or one teammate. See How to search and filter your leads in FlowForce.
Where AI Mode is available
AI Mode appears next to the search box on the Leads and Deals pages.
If it did not work
AI Mode is not in the search box. You may be on a page that does not have it. Go to Leads or Deals.
The list is empty. Your sentence may be too narrow. Try a shorter request.
I want my normal list back. Turn AI Mode off and clear the search box.