2.4 How to Search Leads?

The search option in TDS CRM allows you to search the leads by First Name, Last Name, Company and other similar details. Search can also be conducted alphabetically. Follow the given steps to perform the search action in TDS CRM.

Go to Sales > Leads
Click the Search icon from the toolbar.
Now you can search the required lead in three ways.

Basic search: Write the search criteria in the search field and select the information field from the drop-down menu. Press Search Now button and all the leads matching with the search criteria will be displayed on the leads list page.
Advanced search: Press the link of Go to Advanced Search. Here you can carry out more refined search. There are three text boxes. First two are drop-down lists and third is for users to specify the search criteria. Select the search criteria from the first drop-down menu. The second drop-down menu contains some conditional options like is, begins with, does not contain, etc. Select any conditional option up to your preferences. In the third text field, specify your desired condition. You can specify such conditions as many as you want by using the buttons of Fewer or More given at the extreme right of the search window. You can also opt if you want to match all the categories or any of the categories by selecting the radio button given on the top of the search toolbar. After specifying the given fields, press the Search Now button and it will display all the respective leads in the leads list page.