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How to Search A lead?

SearchThe bylead
Name,search email,feature allows you to quickly locate leads in AgentRoof CRM using a lead's name, phone
Stringnumber, or email address.

The search function supports partial matching. For example, if a lead's name is Emma Taylor, searching for mma will still return the matching logiclead. Like%Similarly, you can search using a portion of an email address, phone number, or name, and the CRM will display relevant results.

Steps

    Navigate to the CRM page.

    Locate the search box positioned below the Leads row.

    Enter the lead's name, phone number, email address, or a portion of any of these values.

    The CRM will automatically filter and display matching leads.

    Result

    The CRM will display all leads that match the search criteria, making it easier to locate and manage specific lead records.

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