The search function in your Lead Forensics portal is there to identify business visits based on multiple search criteria options.
There are two search types available:
- Quick Search – Run a search based on a single criterion
- Advanced Search – Run a search based on multiple criteria. For this example, we will run a quick search.
By default, the period for the search is set to all time, meaning results will be gathered since your tracking began. Alternatively, you can refine the search to only present results in a specific time frame using the drop down here.
By default, the search is based on the company name, however, you may change this using the drop-down menu. Other options include Categories, Town, Country, page titles and more.
Next, select if you want to search for a contains or exact method. For example, search for any company with word engineering within its title.
If you want to return results for “hidden” companies, check this box prior to launching the search.
Once you have defined your search criteria, click the search button to return the results from your Lead Forensics portal.
Below you will be presented with the list of companies that met your criteria. You are provided with the company name, town, country, website, phone number, and assigned to.
You may export the list into excel or PDF using the export button at the bottom of the page or email the results to yourself or other recipients.
You may perform bulk actions by checking this box against the companies you want to act upon followed by clicking the “manage selected visitors” button. You have the option to assign the visits to a category, add the visits to Lead Manager, assign them to a user with a note, add to a user’s watch list, and/or hide the companies from the portal and reports.
To access further details on the visits, click the company name which will take you to the visit detail screen where you can access information such as the visit journey, history, contact data and more.