This FAQ will guide you on How to search for leads using the agent CRM search.

Click on the Folder Icon found in the upper left side of the agent interface, this will open the CRM.

To search for a lead using its phone number, type the lead’s phone number in the Search field and press enter, the Search results will show below the search field.

The agent can search by First Name, Last Name, Phone Number and Lead ID



Note: If the agent is only allowed to search by Lead ID only, contact your admin.

Click on the Lead and this will open the Lead info sheet.

You may also use filters to narrow down your search.

Click on the  Filters button to open the Add Filters window. 

In the Add Filters window, fill in the appropriate Filter fields using the lead information you want to search. In this example, "Woodland Hills" is in the "City" field.

Note: It is not required to fill in all the boxes.

Click on Apply.

Click on the  Lead and the Lead information will appear in the fields.