Search Features

In sales CRM [Lead]Prime, the users are permitted to undertake varied types of searches in the lead repository in three possible ways :

• Master search: the users are allowed to carry out search via different entities such as leads, team leads, products, campaigns along with promotion.
• Advanced search: In this area, the search is carried out on the given definition of a lead attribute which comprises of custom lead attributes, product associations, lead requirements and also campaign/promotion associations.
• Search shortcuts: Different quick links are present in [Lead]Prime which is best suited for users for easily navigating and locating particular lead information.