Pipeline Search Filtering

To search for a specific lead or a group of leads, read below and learn how to filter our search page.

The Pipeline Search page was designed to give you a place to search your pipeline based on specific criteria that allows you to retrieve information based on filters selected on the page.

To access this page:

1. Click on Pipeline in the Navigation menu
2. Select Pipeline Search  

Once you have arrived on the page, you will see 100% of the merchant profiles in your account.  To filter the page to see specific data, make your selections at the top of the screen, then click on the Search button.

Here is a list of capabilities within the search page:

• Filter by multiple selections. Ex: multiple pipeline stages, multiple campaigns
• Search for individual accounts by typing specific criteria into the appropriate search field.
• Re-sort any of the columns into ascending or descending order by clicking on the column heading.
• Search by agent.

If you have any questions, please feel free to click on the "Contact Us" button and send us a message.  We will know exactly who emailed us and we will get back to you as soon as possible.