Search Leads
Filter the leads list by a text query. Matches against name, role, alignment, contact, tags, message, and interaction notes.
When to Use
- This action is performed within the 'Leads' tab.
How to Use
Location: 'Leads' tab, search bar above the leads list
- Navigate to the 'Leads' tab.
- Type your search query into the 'Filter leads...' input field.
- Press Enter or click the search icon.
What to Expect
The leads list updates to display only those leads that match your search query across their name, role, tags, etc.
Prerequisites
- Leads must exist in your 'Leads' list.
Limitations
- Only filters existing leads; does not discover new contacts.