Searching & Filtering Leads

VerdictFlow provides robust search and filtering capabilities to help you find leads quickly, even in large databases.

Global Search

The search bar at the top of the Leads page searches across multiple fields:

• First name
• Last name
• Email address
• Phone number
• Company name
• City

Using Search

1. Click the search bar (or press / to focus)
2. Type your search term
3. Results update as you type
4. Press Enter or click a result

Filter Panel

Access advanced filters by clicking the Filter button next to the search bar.

Available Filters

Applying Filters

1. Click Filter to open the panel
2. Select your filter criteria
3. Filters apply immediately
4. Active filters show as badges

Combining Filters

Filters work together with AND logic:

• Status = "Qualified" AND Case Type = "Personal Injury"
• Shows only qualified personal injury leads

Clearing Filters

• Click X on individual filter badges to remove one
• Click Clear All to reset all filters

Active Filter Badges

When filters are active, badges appear below the search bar showing:

• Which filters are applied
• How many leads match (e.g., "Showing 24 of 156 leads")

Date Range Filtering

The date filter offers presets and custom ranges:

Presets

• Today
• Yesterday
• Last 7 days
• Last 30 days
• Last 90 days
• This year

Custom Range

1. Click Custom in the date filter
2. Select start date
3. Select end date
4. Click Apply

Sorting Results

In table view, click column headers to sort:

• Click once for ascending (A-Z, oldest first)
• Click again for descending (Z-A, newest first)
• Arrow indicator shows current sort direction

Multi-Column Sort

Hold Shift and click additional columns to add secondary sort criteria.

Saving Filter Views

Save frequently-used filter combinations:

1. Apply your desired filters
2. Click Save View
3. Name your view (e.g., "Hot PI Leads")
4. Access saved views from the dropdown

Managing Saved Views

• Edit - Update filter criteria
• Rename - Change the view name
• Delete - Remove the saved view

Saved views are personal to your account.

Filtering in Kanban View

Filters work in Kanban view too:

• Same filter panel and options
• Filters apply across all columns
• Lead counts update to reflect filtered results

Search Tips

Find Specific Leads

• Search by email domain: "@lawfirm.com"
• Search by area code: "212" (finds phone numbers)
• Search by city: "Los Angeles"

Common Searches

Results Count

The results counter shows:

• Filtered count - Leads matching current filters
• Total count - All leads in your account

Example: "Showing 24 of 156 leads"

Performance

VerdictFlow optimizes search for speed:

• Results appear as you type
• Large databases (10,000+ leads) remain fast
• Filters apply instantly

Next Steps

• Custom Fields - Add filterable custom data
• Exporting Leads - Export filtered results