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.
- 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.