You can search through your leads using any number of filter criteria. You can also sort the view, or delete your leads. In addition to all of the above, admins can assign or reassign leads to agents as needed.
By default, you'll see a single row of search fields above the leads in your Lead Manager: Name, Tags, Date Created, and Latest Activity Date. However, if you'd like to get more granular in your searching, you can expand your search fields by clicking the button.
These additional search fields allow you to search by everything from leads that only have phone numbers, to a specified minimum number of logins, for example, if you only wanted to view leads that have logged into your web site at least three times. (You'll note that the button becomes a button when clicked. Just click to see fewer search fields.)
List of Lead Search Criteria
Name - searches by first or last name
Tags - searches by tags you've assigned to your leads. For example, choose "Investor" to view all leads assigned the "Investor" tag
Date Created - searches by the date the lead record was created
Latest Activity Date - searches by the date the lead last conducted a property search, saved a property, rated a property, or requested a showing
Phone - searches by phone number
Has Phone # - searches by "does the lead record have a phone number," Yes or No?
Top Zip Code - searches by top zip code per lead's search activity
Agent - searches by agents with existing user profiles (visible to admins only)
Email - searches by lead's email address
Min Logins - searches by lead's fewest number of logins to your site
Min Saved Prop. - searches by lead's fewest number of saved properties
Min Saved Searches - searches by lead's fewest number of saved searches
Avg. Min Price - searches by average minimum price per lead's search activity
Avg. Max Price - searches by average maximum price per lead's search activity
Avg. Min Sq. Ft. - searches by average minimum square feet per lead's search activity
Avg. Max St. Ft. - searches by average maximum square feet per lead's search activity
When you conduct a lead search, only the leads that meet your search criteria will be visible. For example, "Has Phone #" was the only criteria entered for the search below. Only leads with a phone number are shown.