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lm_advanced_search [2018/05/10 02:12]
diane
lm_advanced_search [2018/05/10 02:35] (current)
diane
Line 1: Line 1:
 +=====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. 
 +
 +{{::​astags1-resize.jpg?​900|}}
 +
 +{{::​astags2-resize.jpg?​900|}}
 +
 +=====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.
 +
 +{{ :​lead_manager:​leads_page_-_save_search.png?​nolink |}}
 +
 +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.
 +
 +{{ :​lead_manager:​lead_page_-_save_search_example.png?​nolink |}}
 +
 +=====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 ยท Last modified: 2018/05/10 02:35 by diane