The advanced lead search form has many options that you can use to search for leads.
This article provides detailed explanations for all the options available in the search form. Use this guide to understand how to utilize each field effectively.
Search Fields
Search For
- Field Type: Text input
- Description: Enter first name, last name, email, or phone number to search.
- Usage: Provide any text string to search across the database.
Classification
Star Rating
- Field Type: Multi-select dropdown
- Options:
- 1 Star
- 2 Stars
- 3 Stars
- 4 Stars
- 5 Stars
Lead Type
- Field Type: Multi-select dropdown
- Options:
- New Lead
- Prospect
- Client
- Past Client
- Partner
- Sphere
- Archived
- Bogus
Tags
- Field Type: Multi-select dropdown
- Options:
- User-defined tags.
Category
- Field Type: Dropdown with groups
- Options:
- User-defined categories
Activity
Registered In Last
- Field Type: Text input
- Description: Specify the number of days since registration.
Logged In Last
- Field Type: Text input
- Description: Specify the number of days since last login.
Source
Sign Up Type
- Field Type: Multi-select dropdown
- Options:
- Manual Entry
- Create Account
- Saved Search
- Saved Listing
- Lead Capture Form
- Other APIs and Imports
Sign Up Source
- Field Type: Text input
- Description: Enter the source URL for sign-ups.
Campaign Source
- Field Type: Text input
- Description: Specify the campaign source code.
Social Media Sign Up
- Field Type: Multi-select dropdown
- Options:
Property Viewed History
Avg Price
- Field Type: Range input
- Fields:
- Minimum price
- Maximum price
City
- Field Type: Dropdown
- Options: User-defined cities.
Bedrooms
- Field Type: Dropdown
- Options: 1 to 10 bedrooms.
Bathrooms
- Field Type: Dropdown
- Options: 1 to 8 bathrooms.
Purchasing Profile
Timeframe
- Field Type: Multi-select dropdown
- Options:
- Now
- Within 3 Months
- 3 to 6 Months
- 6 to 12 Months
- 1+ Year(s)
Working with an Agent?
- Field Type: Dropdown
- Options:
- Unknown/Not Sure
- No
- Yes
Need a Mortgage?
- Field Type: Multi-select dropdown
- Options:
- Need One
- Prequalified
- None
Assigned Users
Agent Assigned
- Field Type: Dropdown
- Options:
- Unassigned
- List of assigned agents.
Lender Assigned
- Field Type: Dropdown
- Options:
- Unassigned
- Other lenders
Assistant Assigned
- Field Type: Dropdown
- Options:
- Unassigned
- List of assistants.
Other Assigned
- Field Type: Dropdown
- Options:
- Unassigned
- Other team members.
Additional Filters
Email Valid?
- Field Type: Dropdown
- Options:
- VALID Email Address Only
- INVALID Email Address Only
Website Assigned
- Field Type: Dropdown
- Options:
- Specific websites
- Not Assigned Website
Property Viewed History
Campaign Assigned
- Field Type: Dropdown
- Options:
- My Campaigns
- Account Campaigns
- Library Campaigns