Purpose:
We understand the importance of having the ability to search for people in multiple ways in order for users to have quick access to their potential sellers.  Our users can search for a person using last name, the last 4 digits of a phone number, street name, tag, status, score, email, when they were created, and when they were last contacted.  This can all be done in the 'Search Criteria' section of the 'Lead Dashboard'.

  1. Locate the 'Smart Leads' module in the center of the home screen.
  2. Click 'Search Leads'.

You will see the 'Search Criteria' menu to the left-hand side of the page (see image above).  Within the 'Search Criteria' menu you will be able to enter in the necessary information to locate the person from within the data base if the information is in the database.

To locate a person by name:

  1. Locate the 'Keyword' search bar to the top left of the menu.
  2. Click above the line and type the last name of the person you are attempting to locate.
  3. Press 'Return' or 'Enter' on your keyboard once you have typed out the last name properly.  Check for spelling errors.

You are also able to locate people by searching the last 4 digits of their phone number in the 'Keyword' search bar as well as the street name (see below example) and email address.

(Example: 555 Quinoa Ave would need to be searched simply by Quinoa.)

To locate a person by tag:

  1. Locate and click on the 'Search by Tag' drop-down menu.
  2. Select the desired tag or multiple tags the person is associated with.  The selections will have a check-mark in front of them and they will be highlighted.
  3. Click outside of the drop-down menu when you have selected the tags you wish to search.
  4. Click the blue 'Search' button.  The results will populate.

To locate a person by status:

  1. Locate the 'Status' portion of the 'Search Criteria' menu.
  2. Click on the empty box to the left of the desired status.  A check-mark will populate.  You are able to make multiple selections.
  3. Click the blue 'Search' button.  The results will populate.

To locate a person by score:

  1. Click 'Advanced options' at the bottom of the 'Search Criteria' menu (see above image).
  2. Locate the two search bars under 'Score'.  One search bar says 'Range Low' the other says 'Range High'.  You are able to adjust the scoring search parameters.
  3. Click on the 'Range Low' search bar and type in the desired score.
  4. Click on the 'Range High' search bar to type in the higher score.
  5. Click on the blue 'Search' button.  Results from between the 'Range Low' and 'Range High' will populate.

To locate a person by last created:

  1. Click 'Advanced options' at the bottom of the 'Search Criteria' menu.
  2. Locate the text 'Created in Last'.
  3. Click on the search bar and select the amount of days that apply.  The selection is between 2 to 180 days.
  4. Click on the blue 'Search' button.

To locate a person by last contacted date:

  1. Click 'Advanced options' at the bottom of the 'Search Criteria' menu.
  2. Locate the text 'Not Contacted in Last'.
  3. Click the search bar and select the amount of days that apply.  The selection is between 2 to 180 days.
  4. click on the blue 'Search' button.

(If you are not familiar with how to save a customized list, please refer to the help article about saving a list.)

Thank you for reading this article. We hope we were able to help!

Search Terms: Search, searching, find, finding, look, looking, people, contacts, persons, people, lead, leads, criteria, filter, options

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