Quickly find the right Lead or Customer so you can act on sales and service tasks without hunting through individual records.
1. Open the search menu and choose Leads or Customers.
2. Use the search field to enter a name, phone number, or email address.
3. Apply filters such as status, time period, or location to narrow results.
4. Review the filtered list and open the record you need.
Access the Lead and Customer Search
From any page in Storable CRM, click Search (A) to open the search menu.
Select either Leads or Customers to view the full list for that record type.
Search and Filter Leads
From the search menu, choose Leads to open the All Leads list. Use the column titles to sort the list as needed.
In the search field, click Search (B) and enter a first or last name, phone number, or email address to find a specific Lead.
Use Status (C) to filter Leads by status (Active, Rented, or Canceled).
Use Filter By Time (D) to show only Leads created within a specific time period.
Use Filter By Location (E) to limit results to Leads associated with particular locations you are assigned to.
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Click (+) (F) to open additional Lead filtering options, including:
By Name
By Email
By Phone Number
By the Employee Who Created the Lead
By Lead ID
By Lead Types
Click Apply (G) to update the Lead results list.
Click Reset (H) to clear all search and filter criteria.
Click Open (I) to access the selected Lead record.
Search and Filter Customers
From the search menu, choose Customers to open the All Customers list. Use the column titles to sort the list as needed.
In the search field, click Search (J) and enter a first or last name, phone number, or email address to find a specific Customer.
Use Status (K) to filter Customers by status (Current or Delinquent).
Use Filter By Location (L) to limit results to Customers associated with particular locations you are assigned to.
Click (+) (M) to open additional Customer filtering options.
After setting your filters, click Apply (N) to update the Customer results list.
If you want to start over, click Reset (O) to clear all search and filter criteria.
Click Open (P) to access the selected Customer record.