> For the complete documentation index, see [llms.txt](https://docs.extraaedge.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.extraaedge.com/managing-leads/search-lead.md).

# Searching for a Lead

How to Search for a Lead in ExtraaEdge CRM

{% hint style="success" %}
You will be easily find out your lead from your large database.&#x20;
{% endhint %}

1. **Login to the System**

* Open the platform and enter your credentials.
* On the **top navigation bar**, you will find a **Global Search** bar.

![Search Panel on Top of the Page](https://1269891995-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MBcp5wHcn5Xp2CkbcCV%2Fuploads%2FyC809PsvN7GTSuaocXzy%2Fsearch%20lead%201.0.png?alt=media\&token=86c459c0-78b5-4fa2-a4bd-6dc5eefe227f)

2. **Choose Search Criteria**

* From the dropdown, you can search for a lead using different criteria:
  * **Global Search** – Search across all fields.
  * **Applicant Name** – Search by the student's full or partial name.
  * **Mobile No** – Enter the mobile number to search for a specific applicant.
  * **Email Id** – Search using the applicant’s email address.
  * **Application No** – Look up a lead using their application number (Optional).
  * **Aadhar Card No** – Search using the applicant’s Aadhar card number (Optional).

![](https://1269891995-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MBcp5wHcn5Xp2CkbcCV%2Fuploads%2FjeSgEMg59QtKdc7ATNSm%2Fsearch%20lead%202.png?alt=media\&token=b6f06361-addf-4e5b-bc5e-4855109e3268)

3. **Enter Search Query and Execute Search**

* Once you've selected a search category, enter the **applicant’s name, email, phone number, or application number** in the search box.

<figure><img src="https://1269891995-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MBcp5wHcn5Xp2CkbcCV%2Fuploads%2FceFAkLvBHPWYukiTMRhf%2Fsearch%20lead%203.png?alt=media&amp;token=9f6130e1-aa6d-4986-9b76-eceee8d99e3e" alt=""><figcaption></figcaption></figure>

* Click on the **magnifying glass icon** or press **Enter** to execute the search.

<figure><img src="https://1269891995-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MBcp5wHcn5Xp2CkbcCV%2Fuploads%2FOy7EKZdVWTQQT2ynOPDn%2Fsearch%20lead%204.png?alt=media&amp;token=2e23ec3b-9db3-414c-8584-1fc5a6a17cd9" alt=""><figcaption></figcaption></figure>

4. **View Search Results**

* The search results will appear below, displaying a lead that match the query.

<figure><img src="https://1269891995-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MBcp5wHcn5Xp2CkbcCV%2Fuploads%2FcFE4QlRNIqkXXiSJk8Sq%2Fsearch%20lead%205.png?alt=media&amp;token=163d5898-bbd4-42b4-9449-26126ef3ed29" alt=""><figcaption></figcaption></figure>

5. **Each result will show**

* **Applicant Name**
* **Mobile Number**
* **Status (Untouched, Follow-up, Interested, etc.)**
* **Icons for communication (call, email, WhatsApp, etc.)**
* **Lead details (View all button)**

{% hint style="success" %}
We can add **Advanced Search options** for more refined lead searches.\
To enable **Advanced Search** for your account, go to **Raise a Ticket** in the CRM and submit a request.
{% endhint %}

![Advanced Search for any no. search](https://1269891995-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MBcp5wHcn5Xp2CkbcCV%2Fuploads%2FP5i3cr1Sbfs5KFpEUDj5%2Fsearch%20lead%206.png?alt=media\&token=c8f9ce17-0df7-4817-b417-ff749742dd17)
