Purpose: Many of our users have multiple territories and to help our users organize and to manage their territories we have allowed users to search by territory ID in the 'Search Criteria' menu of the 'Lead Dashboard'.
- Locate the 'Smart Leads' module from the home-screen.
- Click 'Search Leads'.
- Locate the 'Search Criteria' menu on the left-hand side.
- Click on the 'Search by Territory'.
- Select the territory or territories you would like to search.
- Click 'Search'.
The homeowners will populate in the search results. Note: If any tag has been selected in the search menu, the search criteria will limit the search to the homeowners with that specific tag applied to them.
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Search Terms: Viewing, view, people, territories, territory, all, everyone, each, person, homeowner, lead, area, search.