Search Across LeadSimple
The global search bar makes it easy to quickly locate information across your LeadSimple account without navigating through multiple pages.
Accessing Search
To begin, navigate to the search bar located in the top-left corner of your LeadSimple dashboard. Enter the information you're looking for, and LeadSimple will automatically display matching results.
You can search for a variety of records, including:
Leads
Contacts
Properties
Processes
Tasks
Notes
Search results can be found using information such as:
Contact name
Phone number
Email address
Property name
Searching for a Contact
When viewing results in the Contacts category, you can take action directly from the search results by:
Clicking on the phone number to initiate a call
Clicking on the email address to initiate a new email
