Find and sort your leads and customers
Once the list grows, you'll want to find things quickly or see the best jobs first.
Search
- Leads: type in the search box (it says Subject or description) and press Search.
- Customers: search by name, email, phone or company.
Sort leads
Choose how to order your leads, or click a column heading. You can sort by AI score, value, activity (latest or oldest), follow-up (soonest or latest), and status.
Tip
Sort by AI score, high to low, to see the jobs TradeCRM thinks look most promising first.
Still stuck?
If this didn't solve it, tell us what you're trying to do and we'll help.