This FAQ will guide you on How to search for leads using the agent CRM search.
Step 1: Click on the (A) Folder Icon found in the upper left side of the agent interface, this will open the (B) CRM.
Step 3: Enter the phone number, first name, last name or lead id into the (A)Grey search field and press the Enter key on your keyboard.
Step 4: Click on the (B) entry that comes up beneath the Grey search box, this will load the lead into the form.
Step 5: If you want to dial this new created lead, click on the (A) Red Phone Button next to the phone number.
You may also use filters to narrow down your search.
Step 6: click on (A) Filters to open the Add Filters window.
Step 7: In the Add Filters window, fill in the appropriate (A) Filter fields using the lead information you want to search. In this example, "woodland hills" is in "City" field
Note: It is not required to fill in all the boxes.
Step 8: Click on Apply
Step 9: Click on the (A) Result and the (B)lead information will appear on the fields.