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How Do I Search For Lead? (KB10000026)

There are a couple of ways to search for a lead.

Search Box:

1. Locate the search box on the left pane, right above the calendar.

2. Type partially the company name, first name, last name, email, or phone number.

3. Click "Go"

4. Locate your Lead and click the company name or contact name to access the Lead Detail page.

Leads Browser:

1. Click the Leads and Lead Browser tab on the top.

2. Click on the letter that corresponds to the first letter of the company name.

3. You can also filter by any of the fields from the filter drop down.

4. Once you locate your Lead, click on the company name or contact name to access the Lead Detail page.




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