Using the Filter/Search Feature for Leads

You can use the "Filter/Search" box (located in the left column of the Leads main page) to sort Leads based on search parameters as well as create default and saved searches for things that you search for frequently.

You can sort Leads in two ways:

  1. Quick filter the Leads currently on-screen using a name, word or phrase.
  2. Advanced search across all Leads based on one or more search criteria.

To Conduct a Quick Filter of Leads On-Screen:

  1. Click on "Leads" in the main navigation bar.
  2. In the left column under the "Filter/Search" box, in the "Quick Filter" field, type in the name/word/phrase that you want to search for. Any Leads appearing on-screen with those names/words/phrases associated with them will appear in the right column.

To Conduct an Advanced Search of All Leads:

  1. Click on "Leads" in the main navigation bar.
  2. In the left column in the "Filter/Search" box, in the "Advanced Search" area, you can search across all Leads for the following criteria:
    • Lead Name
    • Status - All, Open, Holds, Open and Holds, Closed
    • Sorted By - Event Date (ascending or descending), Captured Date (ascending or descending), Alphabetical
    • Tags
  3. After you have selected your criteria, click the "Search Now" button.

To Save an Advanced Search and Create a Default Search:
NOTE: A default search will be the default results that are shown every time you click on the "Leads" link in the main navigation bar. So if you want your Leads sorted by Capture Date or Lead Name by default, you can set that here.

  1. Complete the search steps for conducting an Advanced Search outlined above.
  2. Once the search runs, click on the "Save Current Search" link and name the search.
  3. If you wish to make this the default search, click in the checkbox provided.
  4. Click "Save" when you are finished.

 

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