Planet Soho Knowledge Base/Contact Management/Leads


How do I search for leads?

PlanetSoho Support Team
asked this on May 17, 2011, 17:34

To search for your leads, you must be in the My Business view. Click here to learn more about My Business. In the My Business view, there are two ways that you can search for your leads in PlanetSoho:

  • Below the My Business button is the Search Contacts field, start typing the name of your lead and the search system will filter out the contacts until you can select the one you want.
  • Below the Search Contacts field, you can select the View by: menu, and then choose Leads - this will filter the list of your contacts on the left of the page to just your leads. By default, the View by: menu will be set to View by: All Contacts.
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