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How can I search my leads?

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How can I search my leads?

There are two ways you can search your leads: Basic and Advanced.

Basic search entails entering a single search term and hitting your enter key.

Advanced search entails more detailed search parameters. Click the magnifying glass with the '+' inside. You'll see a window appear for advanced search details. Enter the applicable criteria to pull in leads. Once you've determined the appropriate information is there, you have the option to save as list and perform search.
  • Save as list performs the search and saves the search for future use (with 1-click emails, campaigns, tags, etc.)
  • Perform search only searches your database but does not save the search for future use.
For more specific details on using Advanced Search, check out this video.
Topics Covered:
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