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--- lm_advanced_search [2018/04/28 00:22]
brittany
+++ lm_advanced_search [2018/05/10 02:35]
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.
+. Go in your lead manager to the "Leads" tab.
+. The advanced search button is to the right. Click on it and the feature will show.
+. 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.

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