How to Search for Leads

Step 1:  Log In to the URL https://admin-lax.convoso.com/login using your Admin credentials.

Step 2:  From the Dashboard, click on (A) “Call Center” and select (B) “Leads” from the drop down.

Step 3: In “Manage Leads” section, you have the option to look for leads based on filters.

• (C) Start / End Date: you can choose between "Created At" or "Last Call"
• (D) Filter By: select the fields that you want to filter leads from
• (E) Order By: select how the results will be shown.

 if you need to add more filters, click on (F) "Add Filter" and add another filter field.

Step 4: Click on (G) "Search"

Step 5: The results will be shown below.