Nerdwise Launches Advanced Search Functionality for Lead Management

Streamline your follow-through with our advanced search function for web and mobile!

This new feature allows users to search for specific leads by keyword, contact information, campaign, or engagement data. This update also enables users to search across all menus, including the Main Dashboard, Total Prospects, Scored Leads, Top Engaged, and Recently Called. To top it off, users can export specific or all search results.

Here are the top three use cases of Nerdwise’s new search function:

Find Leads Faster

Users can now quickly find leads by searching for specific keywords or contact information. For example, if you’re looking for recently engaged leads that work in a specific industry or hold a particular job title, you can search for those keywords, engagement score and engagement dates to easily identify the relevant prospects. This feature can save reps a significant amount of time that would previously be spent manually scrolling through your list of leads.

Export Search Results

Another key feature of Nerdwise’s new search function is the ability to export specific search results. This is particularly useful for users who need to share lead information with other members of their team or upload leads into a different system. By exporting only the leads that meet specific search criteria, users can avoid exporting irrelevant data and save time by not having to manually sort through data.

Search Across All Menus

Nerdwise’s new search function is not limited to the main dashboard. Users can now search across all menus, including Total Prospects, Scored Leads, Top Engaged, and Recently Called. This means that users can quickly find the information they need, no matter which menu they are currently in. For example, if you’re on the Top Engaged menu and want to search for a specific prospect, you can do so without having to navigate back to the main dashboard.

The common theme for these updates is saving time. The ability to search and export specific results from any menu helps users find the information they need - quickly. If you’re a Nerdwise user, be sure to take advantage of this new feature to improve your lead management and follow-through processes!