In many instances you may want to search for a lead or a group of leads. After searching for a lead they can be adjusted, moved, redispositioned or even deleted. Here we will show you how to search for leads.
From the Dashboard, click on Call Center and select Leads from the drop down.
In the Manage Leads section, you have the option to look for leads based on filters.
- Start / End Date: you can choose between Created At or Last Call
- Filter By: select the fields that you want to filter leads from
- Order By: select how the results will be shown.
- If you need to add more filters, click on Add Filter and add another filter field.
Click on Search
The results will be shown below.