How to Use Advanced Search
Автор: LeadSquared
Загружено: 2023-11-08
Просмотров: 1507
Описание:
Advanced search/filter is a powerful feature that allows you to find leads, opportunities, activities, and tasks in your account.
You can set complex criteria to filter out the required sets of leads and also use multiple conditions to find exactly what you're looking for.
Save an advanced search as a quick filter for easy access or use our more advanced 'Smart Views' feature to save and share views with users across your organization.
Advanced Search Documentation - https://help.leadsquared.com/how-do-i...
Smart Views Documentation - https://help.leadsquared.com/smart-vi...
Quick Search Documentation - https://help.leadsquared.com/quick-se...
00:00 - Intro
00:11 - Example Use Cases
00:43 - Perform an Advanced Search
01:18 - Add Multiple Conditions
01:33 - Example Advanced Search
01:56 - Create Quick Filters
02:13 - Smart Views
02:33 - Quick Search
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