Overview
The Advanced Search feature in the Lead List screen allows you to filter leads based on specific criteria, helping you find the exact lead you're looking for.
Key Functionality
Create Filters
Define custom filters to search for specific lead field values.Open Saved Filters
Access previously saved filters for quick application.Save Current Filter
Save your current filter settings for future use.Logical Operators
Use logical operators such as And, Or, Not And, and Not Or to combine multiple filter criteria.
How to Use This Feature
Access the Lead List Screen
Navigate to the Lead List section in your LeadExec account.Open the Filters Panel
Click on the Filters button located in the main navigation toolbar.Define Filter Criteria
In the filters panel, specify the lead field values you wish to filter by.Apply Logical Operators
Combine multiple filter criteria using logical operators to refine your search.Save the Filter (Optional)
Click on the Save Filter button to save your current filter settings for future use.
Best Practices
Use Specific Criteria
Define clear and specific filter criteria to narrow down your search results effectively.Save Frequently Used Filters
Save filters you use regularly for quick access.Combine Filters for Detailed Searches
Use multiple filters in combination to perform detailed searches.
Troubleshooting
No Results Found
Ensure that your filter criteria are correctly defined and that they match existing lead data.Filter Not Saving
Check your browser settings to ensure that cookies are enabled and that you have the necessary permissions to save filters.