Searching for a Lead

Searching for a Lead

This article will guide you through searching for a Lead in your database. 

Option 1. Search Leads

  • Click into Leads menu.
  • Enter your search parameters into the Search fields.
      

Option 2. Lead Search Filter

  • Click into the Leads menu.
  • Click into Filters.
      
  • Enter the Filters criteria by Assignee, Relates to, Date Created, Include Archived leads or use the Custom filter option.
  • You can save your filter to easily use the filter settings again in the future.
  1. In the lead search results, by clicking into the Date Created box, you can narrow down your results to Leads from Today or the last week, etc.