Teamgate allows you to search your Leads quickly and easily. There are two option how you can find your Leads: search and filter.
1. How does searching work?
First of all, Teamgate offers two types of search:
Global search- you can use this search to find the information from every location in Teamgate. This search works through all the Teamgate sections.
Local search- use it to find the information in the particular section. Local search opens the results in the list. Global search redirect to the contact card.
You can search in Teamgate by this criteria:
- Lead name
- Lead company name
- Lead phone numbers
- Lead email addresses
If you want to find a specific lead, enter one of these criteria into the search bar.
2. How does filtering work?
You can filter Teamgate Leads with these criteria:
- Job title;
- Not contacted within;
- Mailchimp campaigns;
- Mailchimp statuses;
- Your custom fields (types "selection" or "multi-selection");
- Your personalized filter combination.
Simply open "Filters", select the category or categories you need, and press the "Apply" button.
Note: After finishing using the filter- do not forget to press "Clear" button.
If the filter is enabled you will see the bubble icon.