Search Leads

Effective lead management is not complete without the ability to quickly and accurately locate and engage with potential customers. This article will guide you through the process for searching Leads.

Leads Search View

The Leads Search View is the main place to explore and search leads.

Tip

Customise the views to efficiently access the data you need. You can customise the columns, sorting and filters on the grid. Learn how to use Views

1. From the Main menu, go to CRM > Leads. By default, it displays all the leads in the data grid.

2. Use the filters available to locate the leads of interest.

   • If you need more filtering option, you can use the Column Filters and the Advanced Filters.
     See this article for more details: Data Grids.

   • You can customise the grid by adding/removing columns as required. See this article for more details: Data Grids: Customise Data Grids.

3. Click on the Email, First Name or Last Name to view the lead details.

   

Actions on the Leads Search View

From the Leads Search View, you can take quick actions on one or multiple leads using the grid actions. The available actions may vary depending on whether you select a single or multiple records and on your permissions. Some of these actions include, but are not limited to:

• View a lead details (single)

• Edit a lead details (single) NOT CONVERTED LEADS ONLY

• Update Owner (single and bulk)

• Update Status (single and bulk)

• Send an Email (single and bulk)

• Send an SMS (single and bulk)

• Merge a document (single and bulk)

• Delete leads (single and bulk) NOT CONVERTED LEADS ONLY