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  1. Managing Leads

Comma-Separated Global Search

PreviousSearching a LeadNextUpdate/Edit lead details

Last updated 3 months ago

Comma-Separated Global Search in ExtraaEdge CRM allows users to search multiple leads, including phone numbers, email addresses, and names, in a single query. This feature helps quickly retrieve data related to multiple leads, saving time and effort.

Bulk Search Limits

  • You can search up to 5,000 phone numbers and email addresses at one time.

  • You can search up to 100 names in one time.

Steps to Perform Bulk Search

  1. Access the Global Search Bar

  • On the dashboard, locate the Global Search bar at the top of the screen.

  1. Enter Multiple Search Queries

  • In the search bar, input multiple phone numbers, email addresses, or names.

  • Separate each search value using a comma ( , ).

Example: 9897454789, 9977448855, 9898989890 or vaibhav1@ymail.com, ruchi6@gmail.com or Vaibhav Sharma, Ruchi Bhatt, Diksha Bhatt

  1. Initiate the Search

  • Click the Search (magnifying glass icon) button or press Enter to begin the search.

  1. View Search Results

  • The system will display all matching records.

  • You can click on each result to view detailed lead information.

Best Practices for Bulk Search

  • Ensure there are no extra spaces between commas and search values.

  • Double-check the format of email addresses and phone numbers to avoid errors.

  • If a name search does not return expected results, try searching by email or phone number instead.

Troubleshooting

  • If no results appear, verify that the numbers, emails, or names are correctly formatted.

  • If the search is slow or incomplete, try reducing the number of search queries.

  • Contact ExtraaEdge support for further assistance if needed.

By using the bulk search feature efficiently, you can streamline lead management and improve productivity within the ExtraaEdge CRM.