o do Search , follow the below steps:-
- Login to admin panel
- Go to Search
It will navigate you to the other page ,titled ‘ Search’. It will show a page as shown below :-
a) Field Name – Select the name of the lead in the field name.
b) Field Value – Enter the name of the Lead.
c) Status – Enter the status of the lead ( whether closed , pending , dead etc.)
d) Source – Enter the source from where you found this lead
e) Follow Up Date – Enter the next follow up date of the lead.
f) Country – Select the country
g) State – Enter the state your lead belongs to
h) City – Enter the city your lead belongs to
i) Product – Select the product.
j) Type – Select the type of the lead
k) User – Select the user whose lead you are looking for
After entering all the details , click on ‘Search’ option.
You can even view the lead details by selecting the lead and clicking on ‘View’ option , as shown below :-