Use the Query dialog box on the Manage Leads and Status screen to search for leads/contacts based on status, lead/contact ID, qualified stage, and other information.
To run queries on lead/contact status and other information:
-
Click
.
-
Click
.
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On the Find tab of the Query dialog box, enter values in any or all of the following
Search Criteria fields. Alternatively, you can leave all fields blank to search for all lead/contact records.
- Lead/Contact ID
- First Name
- Last Name
- Qualified Stage
- Stage Date
- Lead Status
- Owner ID
- Owner Name
-
Click
Find.
Costpoint displays records that meet your selection criteria in the table window.
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Click the
or
menu to preview or print a report on the current/queried records.