How to find a lead in your system

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How to find a lead in your system

 

 

Follow these simple steps to find an existing lead in your dashboard:

 

Step 1 Go to the CRM dashboard.

 

 

Step 2 To find an existing lead in your dashboard what you're going to do is use the search bar

 

 

You can look for a lead based on their: contact details, whether it's their first or last name, a phone number, or their email address

 

 

After choosing the preferred identifier you will then click on: Search.

 

Step 3 If you're looking for leads based on various scenarios or situations, you can use the: Filters to be able to do that. 

 

Let's say you want to filter all the first-time buyers in your database.

 

You can easily apply the following filter to do that:

 

Tag - Has All Selected Tags - First Time Buyer

 

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