(Leads > Search Leads) lets users search for lists of leads, Leads can then be accessed, printed, exported, or actions performed in bulk. It's also possible to save the search to use again.
Add the following filters to your search.
Group & Type:
The Group & Type filter allows you to search leads within a Lead Group but also the Lead Type within that group, if needed.
Status:
The Status filter allows you to search leads that are within a specific status. You can also search for leads at a certain progress points: All New, All Validated, All Invalidated, All Contacted, All Qualified, All Converted and All Closed.
All Open - includes statuses you have set to the conversion points: New, Validated, Contacted, Qualified and Converted. (any not closed or invalid)
All Closed - includes any statuses you have set to the conversion point 'Closed'
All Invalidated - includes any statuses you have set to the conversion point 'Invalidated' All Open/Closed - includes any statuses you have set to the conversion point 'Open' and 'Closed' (everything except invalidated)
Closed/Invalidated - includes any statuses you have set to the conversion point 'Closed' and 'Invalidated'
Note: Custom statuses that are set for the different lead groups can only be selected once the lead group has been selected.
To view your statuses go to Settings> Lead Groups> Statuses. You can also see your conversion points on screen.
Assigned User:
You can search for leads that are un-assigned, are assigned to a user group or to a particular user using the Assigned User filter.
Introducer:
You can filter the leads by leads assigned to an Introducer Or for those which have 'No Introducer' You can find more information on Introducer's here.
Referral Partner:
You can filter the leads by leads assigned to a Referral Partner Or for those which have 'No Referral' You can find more information on Referral Partners here.
Associated Site:
You can also filter by Site.
Adding Filters
Add filters to search any field within the Lead. Click 'Add Filter' at the bottom of the filter options and then 'Apply Filter' once you have entered the details.
Multiple additional filters can be added, just click the 'Add Filter' button to add more. When providing dates for additional filters, enter them in the format dd/mm/yyyy.
You can choose if the field is 'equal to, not equal to, contains the value does not contain the value, greater than, greater than or equal to, less than or equal to. Is empty, is not empty.
Note: Custom fields that are set for the different lead groups can only be selected once the lead group has been selected.
Options
Clicking the Options button at the bottom of your search, You can search using:
Referral Date - The date that the lead was referred to a partner will be used instead of the date the lead was created. Sub Leads - For leads that are referred to more than one partner, a sub lead is created. Most Recent Linked Lead Only - When de-duplication settings are used, duplicate leads are linked. This allows you to search the newest of those leads only.
Print Search Results
Towards the bottom of the list of leads, you have the option to print the leads.
Search Defaults
You can configure a few defaults for the Search Leads in Settings > Configuration > Preferences (Under Defaults).
Date Range - You can choose to set the default date range to any of the pre-defined options shown in the drop down.
Number of Results - You can set the default number of leads shown per page to 10, 25, 50, 100 or 1000
Summary Information - You can choose what summary information is shown on the search screen (i.e. Reference, Date, Status, Post code etc)
Understanding Search Results
- The list of leads returned by a search will show 'Workflow' and 'Task/Event' labels to highlight that the lead has an active workflow and/or a Task/Event
- Clicking on the lead ID will open up a pop up box containing more details of the lead, and the full date/time received. The '+' icon to the right of each lead in the list opens up the lead summary 'quick view' which allows for carrying out actions such as sending an email or creating a task without leaving the search leads screen. Clicking the view record icon navigates to the lead summary.
- Sub leads are also displayed in the search results, and will appear under their parent lead (if the parent lead is included in the list). A sub lead can be identified by it's hyphenated ID, in the format 1000000-1000 (lead ID 1000000, sub lead ID 1000).
- It's possible to click on the column headers to sort search results by that header.