Searching for a Lead

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The Search link located on the menu bar enables you to view leads that match the specified criteria. Clicking Search displays the Search Leads page, in which you set the search criteria and sort order, as shown in Figure 1.

 

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Figure 1 The Search Leads Page

Clicking Get Next Lead displays the next available lead in the system that matches the search criteria, as shown in Figure 2. This option enables you to bypass the leads list and work directly on a specific lead.

 

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Figure 2 The Lead Details Page

The Continue to next lead after assigning, trashing or skipping lead checkbox is displayed, as shown in Figure 2. Selecting this option causes the details of the next available lead that satisfy your original search criteria to be displayed once you assign, trash, or skip the lead which you are viewing. In case you do not select this option and assign, trash, or skip the lead, then you will be returned to the leads list instead of the Details page for the next lead.

Clicking View List displays all the leads that match the search criteria, as shown in Figure 3.

 

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Figure 3 The Search Results Page

For more details, refer to Viewing Lead Details.

Clicking Clear clears the form and enables you to specify new search criteria.

You can also perform the following actions on the Leads Details page:

History - view list of actions performed on the lead in the past.
Action Plans - create action plans for the lead.
Activities - add and schedule activities for the lead.
Messages - send and view messages related to the lead.
Documents - view and add the documents attached to the lead.
Opportunities - view and add the opportunities related to the lead.

Understanding the Contact Preference Icons

On the Lead Details page, the contact preference icons are displayed, as shown in Figure 4. For the selected lead, these icons suggest the leads preferences for being contacted. These icons stand for:

phone Phone
fax Fax
email Email
inst_message Instant message
text_message Text message
postal_add Postal address

If you specify any of these contact details while adding a lead, the respective icons are highlighted on the Leads Details page.

 

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Figure 4 Contact Preference Icons

In some cases a lead is not interested in receiving emails. In such cases, you must select the No Email Please option and the mail icon will be crossed, as shown in Figure 5. Similarly, you can specify preferences for fax, phone, instant message, text message, and postal address.

 

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Figure 5 Understanding Contacts Preferences with Contact Preference Icons