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HOW TO SEARCH DATA

To do Search , follow the below steps:-

  • Login to admin panel
  • Go to  Search

It will navigate you to the other page ,titled ‘ Search’. It will show a page as shown below :-


a) Field Name - Select the name of the lead in the field name.

b) Field Value - Enter the name of the Lead.

c) Status - Enter the status of the lead ( whether closed , pending , dead etc.)

d) Source - Enter the source from where you found this lead

e) Follow Up Date - Enter the next follow up date of the lead.

f) Country - Select the country

g) State - Enter the state your lead belongs to

h) City - Enter the city your lead belongs to

i) Product - Select the product.

j) Type - Select the type of the lead 

k) User - Select the user whose lead you are looking for

After entering all the details , click on 'Search' option. 

You can even view the lead details by selecting the lead and clicking on 'View' option , as shown below :-