Leads - How to Find an Existing Lead

To locate an existing lead, follow these steps:

1. Using the Leads Module:

   • Navigate to Sales > Leads.

   • Click on the Search button to open the search page.

   • Enter any of the following details to search for a lead:

     • Lead Number

     • Customer/Company Name

     • Mobile Number

     • Sales Representative Name

   • Alternatively, use filters to narrow your search by lead appointment date or status.

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2. Using the Calendar:

   • Go to the Calendar view.

   • Filter by date and sales representative to locate the lead.

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3. Using the Customer Activity Screen:

   • Navigate to Contacts > Customers.

   • Search for the customer by entering their details.

   • Click on the customer’s name to open their contact card.

   • Click on View Activity.

   • Ensure Show Leads is selected and click Show to display the leads.

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Note

BUZ calendars only display appointments up to three weeks in the past. If you need to see older leads, you can run a report. The Leads Analysis (Detailed) report is the best option, as it allows you to:

• Group lead appointments by date

• See their status (Won, Cancelled, Not Measured, etc.)

• Group leads by Sales Rep