Searching for a Lead or Customer

The purpose of this guide is to explain how to search for a specific Lead or Customer by accessing the complete list of Customers and Leads.

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality.

(A) Search - From any page within CallPotential, click to search either Leads or Customers.

(B) Search - Click the window and enter a first or last name, phone number or email address to search for a specific Lead.
(C) Status - Click to search by status (Active, Rented, or Cancelled).
(D) Filter by Time - Click the dropdown to show Leads created within a specific time period.
(E) Filter by Location - Click to search by which location the Lead’s account is associated. You are able to search all locations you are assigned.

(F) (+) - Click to access these additional filtering options;
- By Name
- By Email
- By Phone Number
- By the Employee who Created the Lead
- By Lead ID
- By Lead Types
(G) Apply - Click to apply your search criteria to the result list.
(H) Reset - Click to clear all your search and filter criteria.
(I) Open - Click to access the specified Lead record.

(J) Search - Click the window and enter a first or last name, phone number or email address to search for a specific Customer.
(K) Status - Click to search by status (Current or Delinquent).
(L) Filter by Location - Click to search by which location the Customer’s account is associated. You are able to search all locations you are assigned.