How to search for contacts within Leadsales?

Hello, Leadsaler!

Do you have many leads and want to find them quickly? With the search tool in Leadsales, you can easily locate contacts by name, number, stage, user, or date.

Where can you search?

You can perform searches from various modules in Leadsales:

• Dashboard

• Pipelines

• Agenda

• Leadbot

• Directory

How does the search work?

1. Click on the “Search” button in the top bar.

2. A window will open that loads your entire database.

   The loading time will depend on the number of leads in your account.

3. Once loaded, you can search by:

   • Name

   • Phone number

What if you need something more specific?

On the right side of the search panel, you will find filters to search by:

• Specific date

• Funnel and stage

• Assigned user

This will allow you to refine your searches and find exactly what you need.