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search all lists at once for a lead name

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Anonymous
Not applicable

search all lists at once for a lead name

is there a way to search all lists at once for a lead name/email rather than one at a time?
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Bruce_Jeffers
Level 4

Re: search all lists at once for a lead name

Sabrina, not that I know of.

But here's a close work-around:  You could create a Smart List with the criteria "Member of List" -- then add all your Lists to that query. You could then search that Smart List for the names/emails you are looking for.

Or if you go into the All Leads system smart list, that's a quick way to search your entire database.

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Anonymous
Not applicable

Re: search all lists at once for a lead name

Hi Sabrina,

Go into the lead's activity log and search there for "list" or "add to list."  Then you'll be able to see the lists the lead has been added to.
Bruce_Jeffers
Level 4

Re: search all lists at once for a lead name

Sabrina, not that I know of.

But here's a close work-around:  You could create a Smart List with the criteria "Member of List" -- then add all your Lists to that query. You could then search that Smart List for the names/emails you are looking for.

Or if you go into the All Leads system smart list, that's a quick way to search your entire database.

View solution in original post

Anonymous
Not applicable

Re: search all lists at once for a lead name

Thank you for your quick replies!  I appreciate the help 🙂