Searching for an Existing Lead

To search for a lead:

1. Right-click on or hover over the Find menu button, and select Lead from the pop out list.
2. Type in the name of the person, or combine any other search criteria available to you.
3. Select the Find action button.
4. Click on the hyperlink of the lead description to open the lead you want to view.

You can see the details of the lead and view related communications and notes from within the context of the lead.

Go to Leads home page...

See Also:

Combining Search Criteria

Viewing Leads Assigned to YouViewing Leads Assigned to You