Lead Full Search

PLEASE NOTE: Leads are only available in Feast and Delicacy Level TPP subscriptions.

Searching for a Lead

• Select the Lead > Full Search option from the red navigation bar.
  • Choose an option from the Search: drop-down:
    • Business Name: Search for all leads assigned to a Business Name
    • Last Name: Search for all leads with a specific Last Name
    • First Name: Search for all leads with a specific First Name
    • Work Phone: Search for a lead by their Work Phone number
    • Mobile Phone: Search for a lead by their Mobile Phone number
    • Home Phone: Search for a lead by their Home Phone number
    • Email: Search for a lead by their Email address
    • Account Number: Search for a lead by their assigned Account Number
    • Added: Search for leads by their Added date
    • Last Changed: Search for leads by their Last Changed date
  • Blank Field:
    • Enter the corresponding information into the second blank field
      • Example: If you chose Email in the Search: drop-down then you would enter the client’s email address in the second field.
      • Note: The information must match EXACTLY how it was entered under the Lead View in order to locate.
      • If you entered the phone number as (804) 550-0505 and search for 804-550-0505, the system will not locate due to the difference in characters. 
  • Choose the order the results appear by changing the Descending/Ascending drop-down:
    • Descending: Highest to lowest or Z to A
    • Ascending: Lowest to highest or A to Z
  • Choose a Type from the drop-down:
    • • Lead Type is assigned under the Lead View by your company.
        • Examples: Bridal, Corporate, Social, etc. 
  • Choose the Status of the Lead(s) to include in the search:
    • All: Search all leads, regardless of status
    • Active: Search only active leads
    • Inactive: Search only inactive leads
  • Choose an Owner from the drop down
    • Leave the drop-down blank to search all contacts or select a specific Lead Owner to search their leads
      • Note: Owner is assigned under Lead View
• Once you have entered your search preferences, click the Search button to see the results

Search Result Options

• Click the business name, last name, or first name in the results to open the Lead View
• The Actions drop-down offers multiple options:
  • Add Note: Add a note to the Task & Notes tab under the Lead View
  • Add Event: Create a new event with the selected lead
  • Add Task: Create a task for the lead that will show in the Task & Notes tab under the Lead View
  • Copy: Create a copy of the lead. The system will add {Copy} at the end of the First Name, Last Name, and Email to prevent duplicate leads
  • Convert: Change from a Lead to a Contact
  • View/Edit: Opens the Lead View
  • Event History: Opens the Lead View so that you can view the Event History tab

Other Options

• Add New Lead: Open the screen to add a completely new lead
• Change Log: See information about the leads in your results