How to Use Advanced Search?

Zaid Assadi

Updated 21 Sep 2026 | 04:26 PM

1. Feature Overview

Advanced Search lets you find records that match one or more conditions. Use it when a single filter isn’t enough, and you want to combine lead details, activities, tasks, and opportunity details into one search.

For example, you can find leads from California who work in the education industry and who submitted a form on a particular landing page, all in a single search.

Advanced Search is available on the following pages:

• Manage Leads
• Manage Opportunities
• Manage Activities
• Manage Tasks

The conditions available in the search depend on the page you’re on, and on the fields configured in your account.

2. Prerequisites

• Custom fields, custom activities, and custom objects appear as search conditions only if they’re configured in your account.

3. How It Works

1. Open the page you want to search on, and then go to Filter>Advanced Filters.
2. On the Advanced Search pop-up window, add one or more conditions. Each condition is made up of a field, an operator, and a value.
3. Use the AND and OR operators to control how the conditions are evaluated against each other.
4. Click Show Results to view the matching records on the grid, or click Save as Quick Filter to save the search for future use.

The search runs on the records you have access to, and the results replace the current view on the grid until you clear the filter.

4. Search Conditions

On the Advanced Search Add Condition panel, the Select dropdown lists the entities and fields you can search on. The conditions are grouped as follows.

4.1 Lead

These are the lead fields available in your account, including default fields (like Lead Stage, Lead Source, Lead Owner, Prospect Id), custom fields, or any custom field sets you’ve created.

4.2 Lead Activity

Any action recorded against a lead. This includes:

• Sales Activities – Sales records captured against the lead. Product, Order Value, Sales Date, and Sales Owner are always available. Other sales activity fields are available as conditions only if Show In Form is enabled for them. To know more, see Capture Sales Activities.
• Email Activities – The lead’s response to email campaigns and autoresponders, such as Email Sent, Opened, Bounced, Link Clicked, Marked Spam, Unsubscribed, Inbound Lead through Email, and View in Browser Link Clicked.
• Web Activities – Page visits on your website. To know more, see Custom Web Activities.
• Landing Page Activities – The lead’s response on your landing pages, such as Conversion Button Clicked and Form Submitted.
• Portal Activities – The lead’s activities on your Portals.
• Privacy – The lead’s privacy activities such as data protection request or do not track request.
• Dynamic Form Activities – The lead’s activities on your Dynamic Form.
• Phone Call Activities – Inbound and outbound call activities logged against the lead.
• Other Activities – Custom activities you create for your business. The additional fields on a custom activity are also available as conditions.

4.3 Task

Search for records based on the tasks logged against them. For example, open tasks of a specific type, overdue tasks, tasks completed yesterday, or tasks due today for a particular owner.

4.4 Opportunity Type

Search on an opportunity type and its fields, such as Actual Closure Date, Opportunity Stage, Opportunity Owner, or any custom field sets.

4.5 Sales Group

Search for records that belong to a particular sales group.

5. Run an Advanced Search

The steps below use the Manage Leads page as an example. The flow is the same on the Manage Opportunities, Manage Activities, and Manage Tasks pages.

1. Navigate to Lead Management>Leads.
2. On the Manage Leads page, click Filter, and then click Advanced Filters.
3. On the Advanced Search pop-up window, click Add Condition.
4. On the Add Condition panel, select the entity or field you want to search on from the Select.
   • Refer to section 4, Search Conditions, for information on conditions.
5. Select the operator and the value for the condition. To narrow the search further, select an additional field, operator, and value for the same entity.
   • In the example below, the search finds leads with an Automobile Loan opportunity whose Stage is Prospecting.
6. Click Add. To discard your selections, click Reset or Cancel.
7. The condition appears on the Advanced Search pop-up window. Click Show Results to view the records that match it.

5.1. Combine Multiple Conditions

You can add as many conditions as you need, and control how they’re evaluated.

1. On the Advanced Search pop-up window, click Add Condition to add the next condition.
2. Select AND or OR from the dropdown between two conditions.
   1. AND returns only the records that match both conditions.
   2. OR returns the records that match either condition.
3. To edit a condition, hover your cursor over it, and then click the Edit
4. To remove a condition, hover your cursor over it, and then click the X
5. Click Show Results.

5.2. Save the Search as a Quick Filter

If you run the same search often, save it instead of building it again.

1. Build your conditions on the Advanced Search pop-up window.
2. Click Save as Quick Filter.
3. Enter a name for the filter, and then click Save.

The filter is now available under the My Filters dropdown on the page. To know more, see Create Quick Filters to Find Leads.

6. Create a List from the Search Results

On the Manage Leads page, you can save the leads returned by a search as a list, and then use the list for campaigns and bulk actions.

1. On the results grid, select the leads you want to add.
2. On the Actions menu, click Add to List.
3. On the Add to List pop-up window, select an existing list, or create a new one.
4. Click Add.

To know more, see List Management.

7. Search Up to 1,000 Values in a Single Search

You can search up to 1,000 comma separated values for Text, Email, Number, and Phone lead fields using the In operator, provided the total character count doesn’t exceed 20,000. This lets you paste large data sets from a CSV file and filter records using fewer conditions.

8. Use Cases

Here’s an example table with use cases for Advanced Search.

9. Limitations

• When your search includes Task or Activity conditions, LeadSquared retrieves opportunities from the last 90 days only.
• Wildcard operators (Contains, Does not contain, Starts with, and Ends with) are rate limited. If you see an error while using them, see Wildcard Search Limitations.
• The In operator supports up to 1,000 comma separated values, and a total of 20,000 characters.

10. Troubleshooting

1. Options aren’t appearing in the conditions dropdown.

This is usually caused by a browser extension interfering with the page. Disable or remove the extension(s), and then refresh the page. If the issue persists, write to support@leadsquared.com.

Any Questions?

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