Here are some examples to illustrate the power of the Lead Dashboard.


Many of the examples below take advantage of the Advanced Search features. In order to activate the advanced search options, click the Advanced Search link to toggle the capabilities on and off (see below).


Simple vs Expert vs Advanced 

Do you want to find All-Except-One of something? Or search for the absence of something? You can do that with the Lead Dashboard as well! Enable the Expert or Advanced Search by clicking the link at the very top left of the search fields. Clicking this will let you select among Simple, Advanced or Expert search options.


Simple: just the facts, ma'am. Club, lead status and name are the only options to keep it fast. 

Expert: ALL the filters are at your disposal.

Advanced: All the filters as above, but in ADDITION you get operators. This means you can choose dates GREATER than a date, or ALL EXCEPT a lead status of member, for example.




I want to search for all lead statuses EXCEPT "client." 
To do this, select "Is none of" in the advanced dropdown just under the Lead Status title. Then select Client from the list. This is telling the system that you want anything that is NOT (is none of) "Client" (note: client is synonymous with "prospect").

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I want to search for leads entered between two dates

  1. Select "Prospect" in the Lead Status filter

  2. Toggle ON the Advanced search options by clicking "Advanced Search" in the upper left
  3. Then select "is between" in the logic dropdown in the Created Date filter, click in the Start and End date fields and select the dates you want to use to make the range.



I want to find people that don't have email addresses
Click the advanced option, "is empty (NULL)". That's it! Then click Search. "Is empty" is just like it sounds... the field is empty and doesn't have data. 



I'm not sure exactly what I'm looking for, how do I find it?

You can search for a word or two within the data with the advanced search filter, "contains." For example, if you wanted to find an Entry Source and you think "summer" was in the phrased used, select "contains" from the advanced dropdown over Entry Source. Like this:

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How do I search for leads that are referrals?

1. Go to the Lead Dashboard by clicking Leads on the main menu

2. Select your club(s) in the first filter

3. Select "LD Referral" in the Lead Source filter

4. Click the Search button at the bottom of the form.


How to find leads that don't have a sales rep

  1. Select your club(s) in the first filter

  2. Enable Advanced Search

  3. Under the Sales Rep filter, select "Is Empty"

How to exclude more than one thing from a search

Let's say you want to send an email to everyone in your club except for people who have have an entry source of either of two things? So, for example, you have a range of entry sources for leads like: alpha, beta, delta, gamma, theta. And you want to send to everyone except those in delta or gamma. You could send to each of the three remaining groups individually, but that's more work than is necessary. Using 'regular expressions' is the answer to this thorny challenge. 

  1. Enable Expert Search

  2. Select "regular expression" from the operator list for the entry source filter (in our example)
  3. Enter the following text exactly, replacing delta and gamma with the words or phrases you want to exclude.
    ^(?!.*(delta|gamma)).*$
  4. Yeah, it looks like gibberish, but trust us, it's the code that'll tell the system to do what we want. Your filter should look like this:


As with any complicated filtering task, some testing is in order. In our example a good test would be to:

  1. filter for 'delta' and get the count of those folks. 
  2. Filter for 'gamma' and get a count for those. 
  3. Remove all filters and see what the total count is in your lead dashboard with no filters active. 
  4. Subtract the delta and gamma counts from the total and that's what you should get when you run the regular expression filter above.

Troubleshooting


I'm not getting the results I'm expecting!

Make sure you've selected a club in the very first search box. Without this, the search program doesn't know what data to use. Also, double-check your selections and make sure you didn't accidentally click something unintended.


Use the Reset button at the bottom left of the screen to clear all the search criteria from the page and start over. This frequently will solve problems, and is a good habit to get into.


Try logging out and logging back into your user account in Lead Dolphin. 


Another thing to try is to clear your browser's cache. You can learn how to do so here: https://leaddolphin.freshdesk.com/solution/articles/17000023031-clearing-your-cache


If none of these things helps, click the support button on the right side of the screen and send us a ticket! Don't forget to take advantage of the screenshot feature in the support dialog box.