Lead Searches

What are Lead searches? And how can Recruitly help?

Lead searches are essential for streamlined lead management. Recruitly offers a variety of search options that allow you to find and organize leads based on specific criteria. This guide will explore different lead search methods, their purposes, and use cases. Whether you are filtering by lead attributes, exploring creation dates, tracking last activities, or sorting by owner, Recruitly allows you to customise lead searches for a more organized and efficient lead management experience.

Filtering Leads with Advanced Filters

Recruitly's advanced filtering allows you to include system fields, custom fields, and advanced search options. Recruitly ensures a seamless and efficient data retrieval experience, making lead management both simple and effective. Let's take a look at how to use the search filters available to you.

Filtering with System Fields

Filtering leads with system fields in Recruitly serves the purpose of precisely organizing and categorizing leads based on predefined system attributes.

Here are the steps to filter using system fields:

1. Navigate to the "Leads" section within the "Sales"
   

   

   
   

   Or, Click here to be redirected to the Leads page
   

   Leads

   
   

2. Click on "Advanced Filters"
   

   

   
   

3. Select your preferred "System Field" to perform a search
   

   

   
   

4. Specify the terms that you'd like to search with and click on "Apply"
   

   

Filtering with Custom Fields

Filtering leads with custom fields in Recruitly serves the purpose of tailoring lead searches to specific and customizable criteria. Before we can filter with custom fields, you'll need to check if you have created any custom fields. To do so, see here

Here are the steps to filter using custom fields:

1. Follow Steps 1 and 2 from the previous section

2. Once you've clicked on "Advanced Filters" select your preferred "Custom Field" by scrolling past your system fields

   

   
   

3. Once you've specified the terms, please click on "Apply".
   

Filtering with Advanced options

You can effortlessly conduct Boolean and Geo Location searches in Recruitly through the advanced search feature.

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.

To learn about Boonlean searches, please click here

Geo Location Search:

Geo Location Search in Recruitly enables users to perform searches based on geographical location, adding a spatial dimension to lead filtering.

To conduct a Geo Location Search in Recruitly

1. Select "Geo Location"
   

   

   
   

2. Specify the preferred location (e.g., city, state, or country) and Radius and Apply
   

   

   
   

Filtering Leads with Saved Filters

1. If you have saved your searches, you can access them by clicking on the box that reads "All Leads"
   

   

   
   

2. In the drop down, select your previous search under the "My saved searches" header
   

   

   
   

3. Your search will then be filtered and will be displayed as depicted here
   

   

Other filtering options available to you are listed here

• To Filter by Created Date, please click on the "Created Date" option

• To filter using Last Activity, click on the "Last Activity" option

• To filter leads by Owner, click on the "Owner" option and select the member that you'd like to filter by

Conclusion

Mastering the diverse lead search options in Recruitly enables you to effectively organize and retrieve lead information. By utilizing filters, date-based searches, or owner-based criteria, you can tailor your searches to meet specific needs. Understanding the purpose and use cases of each search method ensures a streamlined and efficient lead management experience. Explore these tools to enhance your lead searching capabilities and optimize your workflow within Recruitly.