Every time you search for a customer or need a list of potential customers to work, you are required to use the Filters. Focus on adding fewer fields and keeping your search broader for a larger list of records to work. When searching for a person be more specific with a Name, Phone, and/or Email.

Date Range field indicates the date your customer or prospect requested information (lead created in Ynot)

Filtering by Current Lead Status will show people in their current Status selected. Therefore, prospects who are past that status will not appear in your search.

To view leads with a previous status you must view this data in the Status History section under the Reports tab.

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