Filtering and Searching for Leads

The Leads Dashboard provides powerful filtering and search tools to help you quickly find the most relevant referral opportunities. Use the search bar to find leads by keywords or names, apply geographic filters (Country, State, City) to focus on your service areas, filter by Industries to match your specialties, and sort results by Most Recent or other criteria to prioritize your lead review.

Find the search bar at the top of your Leads Dashboard, below the tab navigation. It displays placeholder text "Search by name" to indicate its function.

Type keywords, client names, or specific terms related to the leads you're looking for. The search function scans across all lead information, including descriptions, locations, and practice areas.

The dashboard instantly updates to display only leads that match your search criteria. Clear the search bar to return to viewing all available leads.

Use the Country dropdown to focus on leads from specific countries. This is especially useful if you're licensed in multiple jurisdictions or focus on international clients.

Select a state from the dropdown to see only leads from that state. This filter is essential for professionals with state-specific licenses or those focusing on regional markets.

Narrow your results to specific cities within your service area. Perfect for professionals who prefer local clients or have offices in specific metropolitan areas.

Apply multiple geographic filters simultaneously to create precise location targeting. For example, select Country: USA, State: Texas, City: Dallas to see only Dallas-based leads.

The Industries dropdown allows you to filter leads by professional category or practice area. Select your specialty to see only relevant referral opportunities matching your expertise.

Depending on your profile settings, you may be able to select multiple industries if you practice in various areas. This ensures you don't miss opportunities in any of your specialties.

Use the "Most recent" dropdown to change how leads are ordered:

Adjust the number of leads displayed per page using the pagination controls at the bottom of the dashboard. This helps manage large volumes of leads more effectively.

Q: Why don't I see certain cities or states in the filter dropdowns? A: Filter options only display locations where leads are currently available. If a location isn't shown, there are no active leads in that area.

Q: Can I save my filter preferences? A: While filters don't automatically save between sessions, the system remembers your last used filters during your current session. You'll need to reapply filters when you log in again.

Q: Does the search bar look through purchased leads, too? A: Yes, when you're on the Purchased tab, the search bar searches through your purchased leads. The search scope changes based on which tab you're viewing.

Q: How do I reset all filters quickly? A: Click the "Clear filters" link (if available) or manually reset each dropdown to "All" and clear the search bar to see all available leads.

Q: Why do my filter options change over time? A: Filter options are dynamic and reflect currently available leads. As new leads are generated and others expire or are acquired, the available filter options are updated accordingly.