Search for a Lead

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You can search for a lead by their Name or any other filters available including Tags you added to their profile.

To search for a lead by their Name:

  • Select Lead Name from the Search By dropdown, enter your search, then click the Search button. 


The system will return any leads that match the name you entered.

To see their profile, hover your mouse over their name in the list, and click Full Profile or Quick Profile

See also: View Lead Profile

You can further filter your search using the Rating dropdown, Search by > Tags options or Filters button.

See also: Filter My Leads

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