How do I search my Leads effectively?

Leads App permits you to search the records through the “Advanced search” option. The users who have the privilege for search access can use the Advanced search button found in the header bar of Leads app. Advance search allows you to search using multiple search fields.

For instance: If you want to search for all the leads “Assigned To” a particular Employee or Team, enter the detail as shown in the below steps and click on the “Search” icon.

Steps to Advance Search your Leads

• Log in and access Leads App from your universal navigation menu bar.
• Click on “More (...)” icon -> “Settings” -> “Master Layout”.
• In the Inspector Tab of “Assigned To” field, enable the “Include Employee/Team” toggle and save the changes.
  
  
  
  
• In Leads App, you can access the Advanced Search by clicking the down arrow in the simple search field on the header bar.
  
  
  
  
• In the “Assigned To” field select employee as “Carter Alan”.
  
  
  
  
• Click on the "Search" button.
  
  
  
  
• The records “Assigned To” Carter Alan and his Team will be displayed as shown in the below image.