What you'll learn
This guide shows you how to quickly find customers in OneLead using search, filters, and sorting tools. You'll learn when to use each feature and how to combine them for faster, more accurate customer management.
Why Search and Filter?
As your database grows, searching and filtering helps you avoid scrolling endlessly and lets you focus on the right customers at the right time.
Use search when you want to find a specific person, such as:
- A customer you just spoke with
- Someone returning for an update
- A customer whose name, phone, or email you know
Use filters when you want to view a group of customers, such as:
- Leads you added this week
- High-priority (Hot/Warm) customers
- Customers needing follow-up today
- Leads assigned to you
1. Basic Search
📱 Mobile App (iOS & Android)
Step 1: Open OneLead and go to your Dashboard or Customers tab.
Step 2: Tap the search bar at the top.
Step 3: Type your search term.
You can search by:
- First name
- Last name
- Full name
- Partial name (e.g., “Sar” → Sarah, Sara)
On mobile, search is limited to name-based search only.
Step 4: Tap a customer to open their record.
Step 5: Clear your search using the X.
💻 Web/Desktop App
Step 1: Locate the search bar at the top of Customers & Activities.
Step 2: Type your search term.
You can search by:
- First name
- Last name
- Full name
- Partial name
- Phone number (full or partial)
- Email address
- Company name
Results appear as you type.
Step 3: Click a customer to open their record.
Step 4: Clear search using the X or backspace.
2. Search Tips
Searching by Name
- First name only: "Maria"
- Last name only: "Smith"
- Full name: "Maria Smith"
- Partial name: "Mar"
Searching by Phone
Works with:
- Full number
- With spaces
- With parentheses
- Partial match (e.g., "0412")
Searching by Email
Works with:
- Full email
- Partial email (e.g., “maria.s”)
- Domain (e.g., "@gmail.com")
3. Using Filters
Filters let you narrow your customer list based on key criteria.
📱 Mobile App
Step 1: Tap the filter icon (funnel symbol).
Step 2: Choose the filters you want to apply. The following filter types are available on mobile:
Department
Filter customers based on the department they belong to.
Examples:
- New Cars
- Used Cars
- Service
Created On
Filter by when the customer record was created:
- Today
- This Week
- This Month
- Custom Date Range
Appointment Date
Shows customers with scheduled appointments matching your selected date or range.
Follow-Up Date
Shows customers with upcoming or overdue follow-ups.
Options usually include:
- Today
- Tomorrow
- This Week
- Custom Date Range
Sort By
Sort your customer list by:
- Latest Created
- Earliest Created
- Name (A–Z)
- Name (Z–A)
Interested In
Filter by the customer’s interest category, such as:
- Buying
- Trade-In
- Finance
- Car Care
Lead Status
Filter by lead temperature/status:
- Hot
- Warm
- Cold
- Sold
- Lost
- Not Set
Step 3: Tap Apply.
Step 4: Tap Clear Filters to reset your view.
💻 Web/Desktop App
The web app provides two different filtering tools depending on what you want to view:
- Customer & Activities filtering (Lead Status + Interest Status)
- Appointments & Follow-ups filtering (Time-based filters)
Both are explained below.
1. Filters in Customers & Activities
Use this when you want to narrow down customer cards based on Lead Status or Interest Status.
Step 1: Go to Customers & Activities.
Step 2: Select Kanban View.
Step 3: Click the eye icon beside the Kanban dropdown.
This opens the visibility/filter panel.
What You Can Filter
Lead Status
- Hot
- Warm
- Cold
- Sold
- Lost
- Not Set
You can tick/untick any combination to show only the lead stages you want to focus on.
Interest Status (Interested In)
- Buying
- Trade-In
- Finance
- Car Care
- Not Set
This allows you to quickly surface customers based on what type of transaction they are interested in.
Dealership Filter
- Parents
- Accounts
- Brands
- Departments
Activities Filter
- Appointment Rescheduled
- Customer Check-In
- Customer Reassigned
- Follow-Up Scheduled
- Interest Updated
- Lead Status Changed
Step 4: Tick or untick the filters you want. Customer cards update instantly.
Step 5: Close the panel when done (optional).
2. Filters in Appointments & Follow-ups
Step 1: Go to Appointments & Follow-ups.
Step 2: Click the eye icon beside the Kanban dropdown.
This opens the visibility/filter panel.
What You Can Filter
Lead Status
- Hot
- Warm
- Cold
- Sold
- Lost
- Not Set
Interest Status (Interested In)
- Buying
- Trade-In
- Finance
- Car Care
- Not Set
Dealership Filter
- Parents
- Accounts
- Brands
- Departments
Step 3: Look below the search bar for the appointments filter dropdown. Use this to narrow appointments by time priority, helping consultants know who to call or meet next.
Appointment Filter Options
You can filter appointment cards by time:
- All Appointments
- Today
- Tomorrow
- Later
- Older
Step 4: Select your preferred appointment view. The columns update immediately.
4. Troubleshooting Search & Filter Issues
Search returns no results
Check:
- Spelling
- Active filters
- Correct dealership selected
- Customer actually exists
Filters return zero customers
Filters may be too specific.
Try removing one or adjusting your date range.
Can’t clear filters
Try:
- Clear All
- Removing filter tags one by one
- Refreshing your browser
Search feels slow
Try:
- Checking internet connection
- Using more specific search terms