Find Leads Screen

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Select either "Name" or "Phone Number" as the search parameters from the drop down menu. Then enter the relevant information into the search fields and click the [Find Lead] button to find a list of leads that meet those fields. Entering the first characters or numbers into a search field will bring up all entries beginning with those characters/numbers. For example, entering "D" in a name search will bring up all names beginning with "D", such as "David", "Debbie", etc.

Clicking the specific lead name will take you to the View Lead Screen where you can edit or delete the lead.

User Manual page > The Leads Tab