You’re planning a visit to Arkansas and want to catch up with a few leads while you’re in the area, SharpSpring makes it happen. You can create an Advanced Search to identify leads based on specific profile attributes, e.g. location. In fact, you can search on information in both system fields and custom fields. If this is a query you’d like to run often, it’s easy to save that search for use in the future. If you’d like to take action on the results returned, e.g. send those leads an email saying you’ll be close by, use SharpSpring’s Bulk Edit feature to execute actions on your list.
The following User Roles can use the advanced search:
- Sales Manager
- Marketing Manager
- Company Manager
- Jr. Salesperson
Follow these steps to create an advanced search.
Step One: On the toolbar, click Contacts, then select Contact Manager.
Step Two: On the far right of the, click Advanced Search to open the search panel.
Step Three: You can use a saved search, recent advanced search, create a new search, or set a saved search as the default within Contact Manager.
To use a saved or recent search:
On the left-side, under Advanced Search, click the drop-down arrow, then click Saved Searches or Recent Searches and select a search. Your three most recent searches will autosave under Recent Searches.
To create a new advanced search:
On the left-side, within the Advanced Search panel, choose search filters in Contact or Campaign. You can select specific profile attribute in each filter to create your search criteria.
To set a SAVED SEARCH as the default search to automatically load in Contact Manager:
Hover over the desired saved search and when the eye icon displays, click it.
Step Four: Once you have selected the search criteria, on the bottom of the Advanced Search panel, click the Search button or do the following:
- To be able to reuse the search filters you have selected, click Save, then click Search.
- To clear all search filters, click Clear All.
Step Five: If you Save the search, a pop-up window will display. You can set the search for others in your company to use it or set as the default search. Then click Save Search.
Outside of Advanced Search, you can also view all leads that have been Recently Active from the far left side of the Contact Manager. A lead is considered active when one of the following occurs:
- Email Events (opened or clicked a link)
- Media Center Activity
- Form Fills
- Lead Creation
- Salesforce Events