Introduction


Effectively managing your clients' status as won or lost is crucial for maintaining a well-organized customer base. In this guide, we'll show you how to locate clients whom you've marked as won or lost in StudioHub. If you need guidance on marking clients as won or lost, make sure to refer to our companion guide on the topic. 


Steps 


Step 1: Access Contact Smart Lists:
  • Log in to your StudioHub account on your computer. On the left-hand side, click on "Contacts" to access your contacts management.



  • Inside the "Contacts" section, make sure you are on the"Smart Lists" tab. 




Step 2: Apply Filters:
  • Within the Smart Lists section, find and click on the "More Filters" button. It's usually noticeable and clearly labeled. Clicking this button will open a window with advanced filtering options.



  • The filters tab will open on the right side like so, 




Step 3: Search for Status:
  • In the search bar at the top right corner of the window, type in "status". Among the filtering options that appear, locate the one called "Pipeline Status", and click on it to proceed.




Step 4: Select Won or Lost Status:
  • After clicking "Pipeline Status", a drop-down menu will appear with various options. Choose either "is won" or "is lost", depending on the group you want to locate.



  • After choosing the pipeline status, hit the Apply button. 
Once you hit apply all the contacts with the selected status will appear

Conclusion

By following these steps, you can efficiently find and manage clients who have been marked as won or lost within StudioHub. This feature allows you to keep track of your interactions and outcomes effectively. Remember to also refer to the companion guide on marking clients as won or lost if you need guidance on how to apply those statuses correctly. Utilizing these tools will help you maintain a well-organized client database and enhance your communication and management capabilities.