Search Leads Filters

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This article will cover how to use the filter selections listed on the Leads>Search Leads screen.

Screen Recording 2023-12-18 at 12.07.59.77 PM

By default, no filters will be applied and the leads that will appear when you first enter this screen will display leads from the current day for both API and Import submissions. However, there are several filter options that can be used to narrow down your search.

Campaigns - you can select specific Campaigns to search by here, whilst also searching for Campaigns using their relative Campaign ID (useful if you run 100s of Campaigns)

Fields - by default, you can search by several Standard fields and use certain filter types to sieve through the values like Email does not contain @gmail (whilst also using Paste Values under Keyword). Please note that you can search by Custom fields if only ONE Campaign has been selected

Country - search for leads in the selected Countries

Suppliers - search for leads submitted by selected Suppliers

Lead Activity - only show leads that have had a manual action such as being resubmitted from System Rejections, processed against a specific Delivery or are Test Leads

Sold status - only show leads that are Sold, Unsold, Returned, Multi-Sold or Single-Sold 

Columns - only show the specified columns selected here (subjected to only Standard Fields)

Date & Time - specify the date-range for your lead search (leads older than 60 days will not show Delivery data)

Delivery - you can select specific Deliveries to search by here, whilst also searching for Deliveries using their relative Delivery ID (useful if you run 100s of Deliveries)

Buyers -you can select specific Buyers to search by here, whilst also searching for Buyers using their relative Buyer ID (useful if you have 100s of Buyers) 

Method - search by both or either API/Imported leads

Delivery Status - For none buyer deliveries only, using the below options
Full - The lead has been delivered to all of the connected deliveries
Partial - The lead has been sent to some of the linked delivery
Fail - The lead has NOT delivered to the linked deliveries
Blank - No deliveries have been linked to this lead for processing

 

 

 

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