Skip to main content
How can I search for a lead in Funnel?

Learn how to search for a lead in Funnel.

Ben Hare avatar
Written by Ben Hare
Updated over a week ago

There are two easy ways to search for leads within Funnel. First, you can use the search bar at the top right-hand side of the main navigation and simply start typing the lead or guardian names. You can use this search function regardless of what area of the system you are in and select the lead from the results to view their information.

The second way is to use the search bar on top right of the leads table. This helps to show you the possible matches and the additional data on the leads table. In this search you can also search things like Pipeline stage.

Remember, this search is searching the table of the view you are currently in. For example the screenshot below is in the All Leads view, but if you are in a list this search will only search the leads in that active list you are viewing.

Need a hand with your Funnel account? Get in touch with our friendly support team who will be more than happy to give you a hand!

Did this answer your question?