This article discusses how to search for existing leads and contacts in Lead Docket using the main search bar. It also discusses how to perform an advanced search using Advanced Lead Search.
The main search bar appears at the top of every page in Lead Docket.
To search for a lead or contact, enter their name, phone number, or email address into the search bar. After typing at least three characters, results will automatically populate below the search bar.
Each result will contain the name of the lead or contact, as well as the date that lead or contact was created. Each lead result will also show the status of that lead.
Select the desired lead or contact from the auto-populated list, or press Enter to open the search results page. In the search results page, you can view the complete list of search results, as well as additional details about each result.
Note: The search bar can only search names, phone numbers, and email addresses of active leads. To search inactive leads and other lead details, use Advanced Lead Search.
Advanced Lead Search
Advanced Lead Search allows you to search inactive leads and lead details, including case summaries, notes, and messages. Advanced Lead Search also allows you to filter leads by date created.
In the top right corner of the search results page, click Advanced Search.
In the Search Criteria field, enter your desired search term. To specify a time frame, select the Lead Created Begin Date and the Lead Created End Date. This selection will filter out any leads created outside of that time frame. When finished, click Search.
All leads that match your search will appear. Each entry will contain the name of the lead, the case type, the created date, and the lead status. Click Open to open a lead.
You can further filter the results using the Filter: box to the right. You can also click Excel to the left to download an Excel spreadsheet containing the search results.
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