To access the Lead Search, click "Sales Hub" within the lower legend of your screen.
At the top of the screen, click the word "Leads."
Here, you will see a list view of all Leads that populated based on your filters. (For a review of how filters work, watch the video above.)
At the top of the screen, there is a blank field that allows you to "Search."
In this example, we are searching by "Lynn." Please note, "All" is applied to the right.
In this theoretical, we are looking for a person named Lynn rather than a street. To the right of the search field, click the downward arrow to the left of "All." All the fields we are able to search by are available. In this case, we click on "First Name."
Now that we have the search narrowed down by first name...
...we are able to click on the name to go into the lead:
Or, going back to the search (red arrow in upper left hand corner of the Lead Detail page), we may click the map icon to the far right of the lead.
Clicking the map icon will take you to the physical location of the lead on the map.
Finally, going back to the "Leads" tab at the top of the screen, once the search is cleared out, you have the option to sort the leads by clicking the descending lines in the upper right hand corner.
Here, you may sort the filtered leads by Name, Distance, or Appointment from Ascending order or Descending order. In this case, it is most effective if your Filters have been narrowed down by date and Lead Status type, as shown in the example below:
