How to Find a Specific Lead or Design

To find a specific saved design, you can search on the following parameters to narrow down the list:

• The customer’s first or last name

• The reference number of the saved design (don’t include the # sign)

• The customer’s email address

• The lead owner

• The name of the dealer

To find a quote saved during a specific timeframe, use the Filter button and create a Custom time filter:

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