# Sales Leads Search

<span class="ts94">The **Sales Leads** screen allows users to create new Sales Leads or search for existing ones.</span>

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**<span class="ts0"> </span><span class="ts15" style="color: rgb(45, 194, 107);">Webatar &gt; Activity&gt; Sales Leads</span>**

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/scaled-1680-/rRHimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/rRHimage.png)

#### Search Functionality

The search panel enables users to filter and locate Sales Leads using criteria such as Customer, Lead Number, Date Range, Status, Sales Representative, Owner, and Lead Type.

<div id="bkmrk-select-the-desired-f">- Select the desired filters and click **Search** to refine results.
- If no filters are applied, all Sales Leads will be displayed in the grid.

</div><table border="1" id="bkmrk-customer-field-searc" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 17.1782%;"></col><col style="width: 82.8218%;"></col></colgroup><tbody><tr><td>**Customer Field**</td><td>Searches on the Debtors Code, Debtors Name, email address, telephone number and mobile number fields</td></tr></tbody></table>

Use the **Expand** button to show additional search filters, or **Contract** to hide them.


##### Action Buttons

Located on the top navigation ribbon:

<table border="1" id="bkmrk-search-runs-the-sear" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 15.5304%;"></col><col style="width: 84.578%;"></col></colgroup><tbody><tr><td>**Search**</td><td>Runs the search based on selected filters.

</td></tr><tr><td>**Add**</td><td>Creates a new Sales Lead.</td></tr><tr><td>**Edit**</td><td>Opens the selected Sales Lead for editing.</td></tr><tr><td>**Create Reminder**

</td><td>Sets a reminder linked to a Sales Lead.</td></tr><tr><td>**Create Quote**</td><td>Generates a quote from the selected Sales Lead.</td></tr><tr><td>**Workflow**</td><td>Access workflow-related actions.</td></tr><tr><td>**Print**</td><td>Opens print and export options.</td></tr></tbody></table>

<div id="bkmrk-search%3A-runs-the-sea"></div>##### Print / Export Options

The **Print** dropdown provides the following:

<table border="1" id="bkmrk-export-export-sales-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 17.5542%;"></col><col style="width: 82.5542%;"></col></colgroup><tbody><tr><td>**Export**</td><td>Export Sales Leads to an Excel file.</td></tr><tr><td>**Print Grid**

</td><td>Print all Sales Leads currently displayed in the grid.</td></tr><tr><td>**Print Lead Details**</td><td>Print details of the selected Sales Lead.</td></tr><tr><td>**Print Lead Form**</td><td>rint a blank Sales Lead form template.</td></tr></tbody></table>

<div id="bkmrk-export%3A-export-sales"></div>##### Results Grid

The lower section of the screen displays the results grid, showing all matching Sales Leads with key details such as:

<div id="bkmrk-stage-due-date-lead-">- Stage
- Due Date
- Lead Number
- Follow-Up Date
- Lead Date
- Progress
- Sales Representative
- Source
- Customer

</div>### <span class="ts0">Graph tab</span>

<div id="bkmrk-the-graphs-tab-provi">The **Graphs** tab provides a visual overview of Sales Lead data, allowing users to quickly analyse trends and distributions.</div><div id="bkmrk--3"></div><div id="bkmrk-change-any-filter-an">- Change any filter and refresh to update the graph dynamically.
- Use different combinations of **Graph Type** and **Graph Category** to gain deeper insights into Sales Lead activity and trends.
- This feature is useful for monitoring pipeline health, identifying bottlenecks, and supporting reporting.

</div><div id="bkmrk--4"></div><div id="bkmrk--5"></div>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/scaled-1680-/j7Fimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/j7Fimage.png)


##### Graph Filters

The following fields are available to customise the graph display:

<div id="bkmrk-graph-typeselect-the">- **Graph Type**  
    Select the type of chart to display from the dropdown options (e.g. Bar, Line, Pie). This determines how the data is visually presented.
- **Graph Category**  
    Select the data grouping for the graph. For example, choosing *Lead Status* will display leads grouped by their current status (e.g. Pending, Closed).
- **Date From / Date To**  
    Define the date range for the data to be included in the graph. Only Sales Leads within this period will be displayed.

</div><div id="bkmrk--7"></div>##### Graph Display

The graph is shown below the filter section and updates based on the selected criteria.

<div id="bkmrk-in-the-example-shown">- In the example shown, a **Bar Graph** is used to display the **distribution of Sales Leads by Lead Status**.
- The vertical axis represents the **Number of Leads**, while the horizontal axis shows the selected category (e.g. *Pending*, *Total*).
- Each bar visually represents the volume of leads for that category, making it easy to compare performance at a glance.

</div>