Access your leads by clicking on the Leads option in the left menu.
At the top of the screen, you will find key stats, including the number of Active Users (users who are on your site at the time you are looking at the data).
The search bar makes it easy to search for a specific lead by name, phone number, or the first part of an email address (before the @). If you first click the Show All button, the system will search through all leads as you type.
Additional lead search options are available below the search bar. As with the search bar, these searches will take the current date range into account unless you first click the Show All option.
The Owner search option is useful for finding leads assigned to a cobrand partner.
The Location search option allows you to find leads that originated in a certain city.
The Activity search option is your go-to if you only want to view certain types of leads. For example, you might only want to view leads with saved properties.
In certain instances, leads may be assigned a Stage, so that is also a search option.
The Date Range search option allows you to set a specific date range, or select from preset options such as last week, last month or this year.
Just below the lead search options are three buttons that will affect your lead view.
The Show by Activity button will display leads with recent activity, including older leads. In the example, below a lead that originated in September 2021 had new activity on September 1, 2022.
The Show All button tells the system to ignore the date range and display all leads.
If your stats indicate one or more of your leads are currently on your site, clicking the Active Users button will help you identify those users.