Performing effective lead searches is crucial for efficient lead management. Recruitly offers versatile search options to help you find and organize leads based on various criteria. This guide outlines different lead search methods along with their purposes and use cases.
Leveraging these diverse lead search options in Recruitly empowers users to efficiently manage and analyze their lead data. Whether utilizing filters, exploring creation dates, tracking last activities, or sorting by the owner, Recruitly offers a comprehensive suite of tools for tailored lead searches. Incorporate these strategies into your workflow for a more organized and streamlined lead management experience.
Filtering Leads with Advanced Filters:
You can effortlessly harness the power of Recruitly's advanced filters, including system fields, custom fields, and advanced search options. This streamlined approach allows users to conduct highly targeted searches, optimizing the retrieval of specific data. Whether utilizing predefined system attributes, customizing searches with unique fields, or employing advanced search queries, the purpose is to provide users with a seamless and efficient means of extracting precise information tailored to their needs. This functionality enhances the overall search experience, ensuring users can retrieve relevant data with ease and accuracy.
System Fields:
Filtering leads with system fields in Recruitly serves the purpose of precisely organizing and categorizing leads based on predefined system attributes. By leveraging system fields, users can tailor their lead searches to specific criteria, streamlining the lead management process. This functionality enhances efficiency, allowing users to focus on leads that meet particular system-defined characteristics, contributing to a more targeted and effective lead management strategy.
Follow the below steps:
Navigate to the "Leads" section within the "Sales Module" or Click below.
Click on "Advanced Filters" and select your preferred "System Field" to perform a search.
Click apply to view relevant results.
Custom Fields:
Filtering leads with custom fields in Recruitly serves the purpose of tailoring lead searches to specific and customizable criteria. Custom fields enable users to organize and categorize leads based on unique attributes that are relevant to your organization or industry. This customization enhances the depth of lead management, allowing for more precise segmentation and targeted communication. The purpose of utilizing custom fields is to gather and filter leads based on specialized information, ultimately optimizing the lead management strategy for more personalized engagement and better-informed decision-making.
Follow the below steps:
Navigate to the "Leads" section within the "Sales Module" or Click below.
Click on "Advanced Filters" and select your preferred "Custom Field" to perform a search.
Click apply to view relevant results.
Advanced Search:
You can effortlessly conduct Boolean and Geo Location searches in Recruitly through the advanced search feature.
Boolean Search:
Boolean search is a type of search allowing users to combine keywords with operators (or modifiers) such as AND, NOT and OR to further produce more relevant results. The relevant searches would appear.
To conduct a Boolean Search in Recruitly:
Navigate to the "Leads" section within the "Sales Module" or Click below.
Click on "Advanced Filters" and Select "Boolean Query" from the "Advanced" section.
Fill in your preferred keywords using Boolean operators (AND, NOT, OR).
Click on apply, and the platform will generate results based on the specified criteria.
Geo Location Search:
Geo Location Search in Recruitly enables users to perform searches based on geographical location, adding a spatial dimension to lead filtering.
To conduct a Geo Location Search in Recruitly:
Navigate to the "Leads" section within the "Sales Module" or Click below.
Click on "Advanced Filters" and select "Geo Location" from the "Advanced" section.
Specify your preferred location (e.g., city, state, or country).
Click on apply, and the platform will present results relevant to the specified geographical location.
Filtering Leads with Saved Filters:
Filtering leads with saved filters in Recruitly provides users with a streamlined and efficient way to consistently access predefined search criteria. By utilizing saved filters, users can quickly retrieve specific sets of leads based on previously established preferences, facilitating a more personalized and time-saving lead management process. This feature enhances user productivity, ensuring that relevant lead subsets are readily available for analysis, follow-up, or other actions, contributing to an organized and effective lead management strategy.
Follow the below steps:
Navigate to the "Leads" section within the “Sales Module“ or Click below.
To access your saved searches, simply click on the empty box at the top of your leads. Then, scroll down to the "My saved searches" section in the dropdown menu.
Select your preferred saved filter from the available options.
Filtering Leads by Created Date:
You can efficiently manage your leads by filtering them based on their creation date. This feature allows for a more chronological and systematic approach to lead management, facilitating the identification of leads created within specific date ranges. The purpose is to streamline workflows, track lead acquisition patterns, and make informed decisions by focusing on leads generated during specific time periods. Ultimately, filtering leads by created date enhances overall lead management precision and efficiency.
Follow these steps:
Navigate to the "Leads" section within the "Sales Module" or Click below.
Click on the "Created Date" filter.
Choose your preferred lead creation date range to refine and filter results.
Filtering Leads by Last Activity:
Filtering leads by last activity in Recruitly serves the essential purpose of providing users with the ability to focus on leads based on the recent interactions. This functionality enables users to identify and prioritize leads that have engaged most recently, helping to streamline follow-up actions, assess lead responsiveness, and enhance overall lead management efficiency. By filtering leads based on their last activity, you can ensure a more targeted and timely approach to engaging with their leads.
Follow the below steps:
Navigate to the "Leads" section within the "Sales Module" or Click below.
Click on the "Last Activity" filter.
Select your preferred option to filter leads based on their last activity date range.
Filtering Leads by Owner:
Filtering leads by owner in Recruitly serves the essential purpose of organizing and managing leads based on ownership. This feature allows you to efficiently allocate and track leads according to specific team members or responsible individuals. By filtering leads based on their owners, you can streamline communication, assign tasks, and gain a clear understanding of the lead distribution within the organization. This fosters a more structured and accountable approach to lead management, enhancing collaboration and overall productivity.
Follow the below steps:
Navigate to the "Leads" section within the "Sales Module" or Click below.
Click on the "Owner" filter.
Select your preferred owner to view all leads associated with that particular owner.
Conclusion:
Mastering the various lead search options in Recruitly empowers you to efficiently organize and retrieve lead information. Whether utilizing filters, date-based searches, or owner-based filters, understanding the purpose and use cases of each method ensures a seamless lead management experience. Explore these options to optimize your lead searching capabilities within Recruitly.