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2: Searching in LeadSimple

Learn how to use the powerful search tool to search for leads, contacts, properties, or processes.

JP avatar
Written by JP
Updated over 9 months ago

Points to Remember:

Search Across LeadSimple: Utilize the search bar in the top left to find leads, contacts, properties, or processes effortlessly.

Searching for a Contact:

  • In the contact search category, LeadSimple enables you to send an email directly to the contact by clicking on the email address or even call by clicking on the phone number.

Search Criteria:

  • You can search by name, phone, email, or property.

  • Custom fields or tags are not searchable.

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