How to Search for a Lead in the Manager Portal

 

Step 1. Login to your manager portal using your Admin credentials.

 

Step 2. Click on Lists and then Search for a Lead in the left menu.

 

Step 3. Enter exact search criteria in only one of the search options. Wild cards are not allowed and some fields override others, therefore, only one search option at a time is recommended. Phone, status, first name, and last name are the most common ways to search for a lead. Note: When entering the status, enter the status abbreviation.

 

Step 4. Click Submit.

 

Step 5. A list of records will appear. Click on the lead id to view more information about the lead.

 

Step 5. Scroll down for view the following information about the lead:

• Callback details
• Calls to this Lead
• Closer Records
• Agent Log Records
• IVR Logs
• Recordings