HOW TO SEARCH DATA

Table of Content

    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 :-

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