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

  • Hover over the Leads header at the top of your database.
  • Click into Search Leads.
  • Enter your search parameters into the correct fields.
  • Click the green Search Leads button 

Option 2. Lead Search Results

  • Hover over the Leads header at the top of your database.
  • 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.