Search for Leads

Searching for Leads a useful feature that allows you to access specific Leads efficiently. In this article, you’ll learn about the two methods for searching your Leads database. You can either use the Universal Search or Leads Grids to search for a Lead.

In this article, you'll learn how to:

  • Use the Leads Grid
  • Use the Universal Search

Use the Leads Grid

The View that you are using will determine the results. It is recommended to start a search from the All Leads view to ensure the Lead you are looking for is not omitted.

  1. On your Dashboard, go to the CRM tab and click Leads. Then select Leads. You will see all of the Leads in your CMap database.
  2. In the top row of the relevant column you wish to search in (for example, Client Company, Project Title etc), begin to type the name of the Lead you are looking for.

    If you wanted to search by a specific filter, you can customise your columns

  3. The relevant Lead should appear as you are typing. Click the Lead link to be taken to the relevant page.

Use the Universal Search

The Universal Search is found in the top-right of the screen. Click the  icon and the search bar will expand like this:

Simply begin to type the Name of the Lead you are looking for and the results will be revealed.

Click the Lead link to be taken to the relevant page.

Hey presto! Hopefully, you now know how to search for Leads using either the Universal Search function or by using the Grid within the Leads area. These tools allow you to easily search for a specific Lead and access their Record efficiently.

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