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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 2 weeks 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 the 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 for other data like the Pipeline stage.

Searching using the "Search leads" will only search for leads who are on the list you are looking at.

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