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.
Enter the phone number, first name, last name or lead id into the field and press the Enter key on your keyboard
Click on the entry that comes up beneath the Grey search box, this will load the lead into the form
If you want to dial this newly created or searched for lead, click on the Red Phone Button next to the phone number. Please note: To dial this number you will need to be in a Not Ready status.
You may also use filters to narrow down your search.
Click on Filters 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, "John" is in "First Name" field
Note: It is not required to fill in all the boxes.
Click on Apply
Click on the Result and the lead information will appear on the fields.