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lm_advanced_search

Using the Advanced Search in the Lead Manager

In order to find a list of a certain type of leads, you can do so with the advanced search.

1. Go in your lead manager to the “Leads” tab.

2. The advanced search button is to the right. Click on it and the feature will show.

3. Select one of the options. For example, if you were searching for leads with the same tag, select “Tags” and type in the tag you want to search.

In this example, we will search by leads who have “August” as a tag.

Saving a Search View

You can save a search that you performed on the Leads page so that you can easily access it again. This can be done by clicking on the “Save Search” button after you have done your search.

A window will pop up asking you to provide a name for this search. Once you enter a name for the search, it will show up as a button for you to click on at the top of Leads page.

Removing a Saved Search View

You can delete a search that you saved on the Leads page by clicking on the X button displayed on the top-right corner of the button for the search.

lm_advanced_search.txt · Last modified: 2018/05/10 02:35 by diane