Requires administrator rights or one of the following permissions: Call search, Call search (own) |
If you want to do a quick search for specific lead, you can do so from the dialer overview. Here, you can do a 'free text' search based on any lead data field value.
Go to Dialer in the menu on the left.
Click on the Search leads tab.
From the search field, search for any lead data value.
You can open the lead in a new browser tab if you click the lead result.