Advanced search is for narrowing in on one single lead, and its search will bypass all filters and territories.

As an example, imagine a company you just drove by and only caught part of the name.

Simply input as much information as you know and hit the search button on the right hand side. It will then search all lead sources you are using. Please note, this search bypasses all filters. It is optimized for very narrow searches, so the more information you provide the better.

Click the right “>” arrow button to bring the lead up.
Please note: if the lead is currently being called by another rep, it will be shown but not accessible.
If you ever need to transfer a lead from one rep to another, this can be done on Locate>Add Lead>Transfer Lead.

Tags: finding, leads, one at a time, drive by, list, questions, look up,