How can we help you?

How can I search for a lead in Funnel?

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 'all leads' view page and simply start typing a name.

 

Screen_Shot_2017-09-12_at_3.28.43_PM.png

 

You don't have to just search by a lead's name though, you can also use search by any other lead attribute as well. This might include information such as their enrolment stage for example.

 

Screen_Shot_2017-09-12_at_3.32.28_PM.png

 

You can also search for a lead within Funnel by using the search function at the top right-hand side of the navigation and start typing a lead name. Just note that if you use this search function, you can only search by the lead name

 

Screen_Shot_2017-09-12_at_3.30.57_PM.png

 

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! 

 

Have more questions? Submit a request

Comments

Powered by Zendesk