Different ways of performing Lead Searches

You can do a Lead search in 3 ways :

Using Filters
Using the Sort Option
By Users



Go to the Leads list view under the CRM module.



Using Filters

Click on the Filter option> Either you can search on the basis of Saved/System Filters or you can do a New Search.

Saved /System Filters



New Search: You can do a Boolean Search, Field Search or Geo Search



- Boolean Search:
Boolean search is a type of search allowing users to combine keywords with operators (or modifiers) such as AND, NOT and OR to further produce
more relevant results.



The relevant searches would appear.



- Field Search

You can do searches on the basis of All or Any Field.



The relevant searches would appear.



- Geo Search
You can do searches on the basis of Geographical Location.



The relevant searches would appear.



Using the Sort Option

You can sort as per your needs and requirements.



By Users

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