Adding, Editing, and Using Customer Filter Menus

Interest Level, Type of Lead, Prospect Type, and Prospect Level Each customer can be assigned one or more of these in their contact information. All are user defined and can be used however you like, organizationally. Typically they are used as ...

Updated Apr 20, 2026 696 views
Customers and Loyalty Contact Management

Interest Level, Type of Lead, Prospect Type, and Prospect Level

  • Each customer can be assigned one or more of these in their contact information.
  • All are user defined and can be used however you like, organizationally.


  • Typically they are used as search filters in the Contacts area for targeted marketing.


Creating a New Interest Level, Type of Lead, Prospect Type, or Prospect Level

  1. Go to Manage > Store Configuration > Table Editor then select the appropriate table option listing.
  2. Click Add More.
  3. Enter the name of the filter and click Active to YES.
  4. Click Update to save.

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