How Do I Search For A Lead?

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Let's Search For A Lead

Profit Drive gives you the ability to search for your leads by the owner name, address, city, date found and by tags.

In this article we are going to show you how to search by owner name, address, city and date found. 

For instructions on how to search by tags, click here.

 

Objectives

In this support article, you will learn step-by-step how how to search by owner name, address, city and date found.

 

Search By Owner's Name, Address or City 

Steps

1. Log in to your Profit Drive account. Then, click on Leads located on the left-hand side. In the drop-down menu, click on List View.

 

Screen_Shot_2020-09-14_at_11.37.05_AM.png

 

2. In the upper right-hand corner, click on the magnify glass icon. 

 

Screen_Shot_2020-09-16_at_12.24.24_PM.png

 

3. Next to the magnify glass, a search bar will appear. Click on the search bar and type in your lead's  owner name, address or city.

 

Screen_Shot_2020-09-16_at_12.25.42_PM.png

 

Search By Date Found or Date Range 

Steps

1. Log in to your Profit Drive account. Then, click on Leads located on the left-hand side. In the drop-down menu, click on List View.

 

Screen_Shot_2020-09-14_at_11.37.05_AM.png

 

2. In the upper right-hand corner, click on the calendar icon. 

 

Screen_Shot_2020-09-16_at_12.29.31_PM.png

 

3. On the left-hand side of the calendar, a search bar will appear. Next to Filter by date, click on the auto generated dates and type in your dates

 

Screen_Shot_2020-09-16_at_12.30.16_PM.png

 

Thank You!

We appreciate you taking the time about to learn how to search for a lead! For questions, contact us at support@profitdrive.com.

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