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 :-