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How to conduct an advanced search in SharpSpring

For SharpSpring users – create an advanced search to identify leads based on specific profile attributes. Additionally, you can search on information in both system fields and custom fields.

When creating advanced searches, you can create a new search, use a saved or recent advanced search, or set a saved search as the default within the Contact Manager.

This checklist details information on the various methods available in creating an advanced search.

Step 1: Open Contact Manager

  • Navigate to the blue Advanced Search button on the right. Click, and a panel will open on the left-hand side.
  • Try one or more of the following:
    • Status.
    • Personas.
    • Created date.
    • Last Updated Date.
    • List membership.
    • Lead owner.
    • Campaigns.
  • Then click the blue ‘Search’ button.
  • To save, click ‘Save’.
  • To clear click ‘Clear’.

Example: Scroll down the panel till you find “List Membership” and click the dropdown >> select the list you want to sort >> then click the blue “Search” button at the bottom of the panel.

  • The list contacts will take a few moments to populate in the main contact manager section. Once the contacts are displayed you can use the big grey “Sort By” button to sort that list by First name, Last name, etc.

Step 2: Sort groups of contacts

  • Use the grey Sort by drop-down button.
  • Try one or more of the following:
    • Sort by Lead score.
    • Sort by Created.
    • Sort by Last updated – sort A-Z and Z-A.
    • Sort by First Name.
    • Sort by Last Name.
  • To increase the number of contacts that displays on the Contact Manager page >> click the grey wheel button on the top right to find “Contacts per page” >> select how many contacts you want to display in one page.

If you require help, please submit a service ticket for further assistance.

How to conduct an advanced search in SharpSpring
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