Searching The Lead

Modified on Thu, 6 Jun at 4:19 PM


Navigate to:

1. Overview

2. Searching the lead

3. Listing the leads as per the lead claimed date

4. Refining your lead search by using filters



1. Overview





2. Searching The Lead


  1. Click on the search icon at the bottom to view all your leads.
  2. Select the relevant filters and click on the 'View Leads' button at the bottom.
  3. Click on the search bar at the top of the lead list & add the name or number of the lead.
  4. Relevant leads will appear below the search bar.

Shape

Description automatically generated with medium confidenceA screenshot of a phone

Description automatically generated with medium confidenceA screenshot of a phone

Description automatically generated with medium confidence



3. Listing The Leads As Per Lead Claimed Date


  1. Click on the search icon at the bottom to view all your leads.
  2. Click on ‘Claimed (new to old)’ at the top left corner.
  3. Choose from the ‘old to new’, ‘new to old’ to list the leads as per the lead claim date.


      




4. Refining Your Lead Search By Applying Filters


  1. Click on the search icon at the bottom to view all your leads.
  2. Click on ‘Filters’ at the top right corner.
  3. Choose from the relevant filters accordingly & then click on the ‘View Leads’ button at the bottom



Filters that you can use for refining the lead search

  • Project: Filter leads based on their interest shown in particular projects or properties.
  • Event Type: Follow-up, face-to-face, & site visits.
  • Event Status: Missed, planned, & completed.
  • Event Date: Ongoing day, ongoing week, or ongoing month.
  • Lead Type: Cold, warm, & hot.
  • Lead Source: Missed calls, patch-outs, transferred, digital inquiries, & self-creation.
  • Lead Status: Claimed, interested, meeting done, visit done, negotiation, booking done, & failed.
  • Lead Claim Date: Ongoing day, ongoing week, ongoing month, & previous day.


For any support on our products, please reach out to support@anarock.com


For any feedback, please reach out to tech-feedback@anarock.com


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article