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Searching for an existing lead

1. Right-click or hover over the Find menu button, and click Lead from the pop out list.
2. Enter the name of the person, or combine any other available search criteria available.
3. Click Find.
4. Click the Lead description. You can view details of the Lead and view related communications and notes in the context of the Lead.

See Also:

Combining search criteria

Viewing leads assigned to you

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