Quick Search

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1. Feature Overview

You can search for leads quickly from any page using the Quick Search feature. You can find leads based on specific properties by entering values in the search box with the formats mentioned in this article.

2. Prerequisite

You must have leads present in your LeadSquared account.

3. Quick Search

To perform a quick search, you can click Search on the main menu. You can also use the search box in the Manage Leads page.

Leadsquared - Quick Search

4. Full Word Search

Format: 

If you enter a full word in the search box (e.g., a city, first name, etc), the Manage Leads page will display all the leads that have the word as one of their values. E.g., if you enter “Sharma” in the search box, you will receive all the leads that have the word “Sharma” in any of their lead details.

5. Partial Word Search

Format: *

You can search for leads in your account with partial words by adding and asterisk (*) after the word. Your page will display all the leads associated with that partial word. E.g., if you enter Mich*, you will receive leads with Michael, Michelle, Michigan, etc as values in the lead details.

Note:

  • The asterisk (*) must be entered after the word. If not, no results will be displayed.
  • This feature is not supported for ESS tenants.

6. Multiple Word Search

Format: ++

You can search for leads using a combination of words by adding a plus sign (+) before each word. E.g., if you want to find John from California, you must enter +John +California in the search box.

Note:

  • You can use his method to search for a full name since it is the combination of First Name and Last Name.
  • If you try searching for a combination of words without using the given format, your page will display all the leads with either of the values entered. E.g., if you search for John Walters, you will get different leads with the name, John or Walters as one of their values.

7. Filter Leads

Format: +

You can filter out leads by entering a combination of words with a minus sign () before the word you don’t require in the lead field. E.g., if you want to find a man with the name Sharma who is not in Mumbai, you can search for +Sharma -Mumbai.

8. String Search

Format: “

You can search for a specific string of words by enclosing it in double quotes. E.g., if you want to find a lead working at Apple Inc., you should search for “Apple Inc.”.

9. Troubleshooting

I’m searching the lead’s ‘Secondary Email Address’ field but I’m unable to correctly retrieve the lead.
Since the ‘Secondary Email Address’ is a text type field (String), enclose your search within double quotes. For example “johndoe@example.com”.

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

1. Feature Overview

You can search for leads quickly from any page using the Quick Search feature. You can find leads based on specific properties by entering values in the search box with the formats mentioned in this article.

 

2. Prerequisite

You must have leads present in your LeadSquared account.

 

3. Quick Search

To perform a quick search, you can click Search on the main menu. You can also use the search box in the Manage Leads page.

LeadSquared - Quick Search

 

4. Full Word Search

Format: <Word>

If you enter a full word in the search box (e.g., a city, first name, etc), the Manage Leads page will display all the leads that have the word as one of their values. E.g., if you enter “Sharma” in the search box, you will receive all the leads that have the word “Sharma” in any of their lead details.

 

5. Partial Word Search

Format: <Word>*

You can search for leads in your account with partial words by adding and asterisk (*) after the word. Your page will display all the leads associated with that partial word. E.g., if you enter Mich*, you will receive leads with Michael, Michelle, Michigan, etc as values in the lead details.

Note:

  • The asterisk (*) must be entered after the word. If not, no results will be displayed.
  • This feature is not supported for ESS tenants.

 

6. Multiple Word Search

Format: +<Word><Space>+<Word>

You can search for leads using a combination of words by adding a plus sign (+) before each word. E.g., if you want to find John from California, you must enter +John +California in the search box.

Note:

  • You can use his method to search for a full name since it is the combination of First Name and Last Name.
  • If you try searching for a combination of words without using the given format, your page will display all the leads with either of the values entered. E.g., if you search for John Walters, you will get different leads with the name, John or Walters as one of their values.

 

7. Filter Leads

Format: +<Word to be searched><Space><Word to be filtered out>

You can filter out leads by entering a combination of words with a minus sign () before the word you don’t require in the lead field. E.g., if you want to find a man with the name Sharma who is not in Mumbai, you can search for +Sharma -Mumbai.

 

8. String Search

Format: “<String>

You can search for a specific string of words by enclosing it in double quotes. E.g., if you want to find a lead working at Apple Inc., you should search for “Apple Inc.”.

 

9. Troubleshooting

I’m searching the lead’s ‘Secondary Email Address’ field but I’m unable to correctly retrieve the lead.
Since the ‘Secondary Email Address’ is a text type field (String), enclose your search within double quotes. For example “johndoe@example.com”.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

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Pratik
10 months ago

In my LS. in front of every lead contact no. it shows +91 (Indian country code). how do I solve this.

Rajendran Raju
Rajendran Raju
1 year ago

How can we search the lead using the lead id or Prospect ID?

Phone number Masked .

Pratik Salunkhe
Pratik Salunkhe
Reply to  Dharshana Santhanam
6 months ago

Hi Dharshana,

So is there any other option available by which we can search the lead through its lead number?

Oshin Anand
Admin
Reply to  Pratik Salunkhe
6 months ago

Hey Pratik.
Yes, Advanced Search allows you to search for a lead through the lead number.
1. On the Manage Leads page, navigate to Filters>Advanced Filters.
2. Click Add Condition and select Lead Number from the drop-down list on the Advanced Search page.
3. In the blank text box, enter the relevant lead number and click Add.

4. To see the lead linked with the entered lead number, click Show Results.
Lead Number
To search for more than one lead through the lead number, follow the same process. On the Advanced Search page, click OR and enter the relevant details. Click Show Results to see the relevant leads.
Lead number

Harmeet Singh
Harmeet Singh
1 year ago

How can I search for particular notes

Sri Sudhan
Admin
Reply to  Harmeet Singh
1 year ago

Hey, Harmeet. You can use Advanced Search to find specific notes.

Raman Mehta
Raman Mehta
1 year ago

How can we search the lead using the lead id

Samim Ahammed
Samim Ahammed
2 years ago

How to search multiple phone numbers together

Sri Sudhan
Admin
Reply to  Samim Ahammed
2 years ago

Yes, it’s possible through Advanced Search. You can add phone number YYYY, then select “Any Criteria“, and then add number XXXX, and so on.