Searching for leads using custom fields

Searching for leads using custom fields that are available for each lead in his lead view, allows you to narrow your search for the specific leads. Custom fields can be a great searching tool that allows you to group your leads under certain criteria in order to reach out to them using a Smartlist.

Searching for a lead using a custom field

Create a custom field
  • First, create a custom field with the criteria that is relevant to leads search.
    • Example: custom.campaign

  • In the lead view, add this custom field to the lead that you want to include in this campaign.
Search for the custom field
  • Either, type your custom field in the top navigation bar
  • All leads that have this custom field in their lead view will show in the leads view.

  • Or, create a Smartlist and include this custom field in it. It will show you all the leads with this criteria.
    • Example: Leads with a Custom Field “Campaign” with value “campaign-1”

Custom.Campaign=”campaign-1″

  • You can create a Smartlist using multiple queries to narrow your search and make sure you are targeting the right category of leads.
    • Example: Leads with a Custom Field “Campaign” with value “campaign-1” and with “Boston” address

Custom.Campaign=”campaign-1″ and address.city=”Boston”

Top Navigation Bar

The top navigation bar is the search tool on the top left of your aNinja app. You type any info you have on a lead and the results are brought to you in the Leads View.
The top navigation bar

Activities of the top Navigation Bar

From the top navigation bar you can: