ChapterBuilder - What is the search bar on the homepage?

ChapterBuilder - What is the search bar on the homepage?

The search bar that appears at the top of the home page (it also appears on all subpages besides lead profiles) allows you to search your leads taking you directly to their profile.

You can search by any of the following parameters:

  • First Name 

  • Last Name

  • Email Address

  • Phone numbers 

By using the search bar instead of going to your Lead List first, you can find exactly who you are looking for to write a quick note, send a message, or add a tag or milestone.

Summary

The search bar that appears at the top of the home page (it also appears on all subpages besides lead profiles) allows you to search your leads taking you directly to their profile.