Using the Lead Search

Learn how to search for existing leads

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. Go to the ‘Leads’ tab along the top of the screen. There are a few ways to search for your lead.
2. If you know the lead name you can search for this in full or partially in the ‘Name’ box.
3. You can also use the advanced search box to search by other information associated with the lead such as; Account ID, Utility Account Number, MSN, Location Name, Zipcode, Contact Details (i.e. telephone, email, etc) or Customer References.
4. To narrow down multiple results further, you may apply multiple filters simultaneously.
5. If the Customer you were expecting to find doesn’t return, be sure to check the other tabs, the All tab is particularly helpful.
6. To remove filters, click the ‘Reset Filters’ button.