To start your search, click on the search bar located on the left-hand menu bar and begin typing your query in the search box.

You can refine your search using the filter icon to select specific pipeline stages or differentiate between open and closed leads.

Search for leads by various data points, including name, phone number, or postcode.

To delve deeper into a lead's details, simply click on the desired result to bring up the edit screen, where you can see the pipeline stage of each lead.

Note: Leads marked with an "Opportunity Lost Reason" will be included in the "Lost Opportunities" report yet remain accessible via the search function. Rest assured, no leads are ever completely removed from the system.