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

  1. Click Leads
  • Enter your search parameters into the correct fields
  • Click the green Search Leads button 

Option 2. Lead Search Results

  • Click into Leads
  • Enter the search criteria into the blank space below the column name
  1. For example, by clicking into the Date Created box you can narrow down your results to Leads from Today or the last week etc.