- Login to the URL http://admin.safesoftsolutions.comusing your Admin credentials.
- Select the tab Leadsand then,Search for a Lead.
- This is where you will start your Search.
Phone number wildcard search
- To perform a wildcard search for leads based on phone number in the phone number field, you could use% as a wildcard for any string of digits.
Search examples shown below
Lead ID Search
- With the Lead ID search you will be able to find specific leads
Broader range of searching for Leads
- Searching all leads that are in a specific Campaign, List or that have a specific Status also are able to be looked for as well using the below search field drop downs
Once selections have been made for search parameters > Click on Search | Results will be displayed at the bottom of the screen