How to search for a lead
Searching for a lead in Bitrix24 can be done from the global search bar at the top of the platform or using the Smart Filter inside CRM > Leads. Both options require a few clicks and filter configuration. The process takes 3 to 5 minutes. In Teeo you simply type the lead's name.
How to do it in Teeo
“Search for lead John García”
Results appear instantly with all contact information, history, and lead status.
How to search for a lead in Bitrix24: step by step
Requirements
- ·Bitrix24 offers two main methods to search for leads: global search (magnifying glass icon at the top) and the Smart Filter inside CRM > Leads.
- ·Global search is faster for name searches, but shows results from all entities (contacts, deals, companies). You need to filter to see only leads.
- ·CRM > Leads Smart Filter allows advanced searches across multiple fields: name, phone, email, responsible agent, status, source, creation date, and custom fields.
Log in to Bitrix24
Go to your Bitrix24 domain and enter your credentials. Make sure you have access to the CRM module.
Option A: Use global search
Click the magnifying glass icon (🔍) located in Bitrix24's top bar. A global search field will open. Type 'John García' and press Enter. Results will show matches from all entities: leads, contacts, companies, deals, and more.
Filter results by Lead type
In the global search results, look for the 'CRM' section or use filter tabs to show only 'Leads'. Click on the result corresponding to John García to open his record.
Option B: Access CRM > Leads with Smart Filter
In the left sidebar, click 'CRM' > 'Leads'. In the list view, click the funnel icon or the 'Filter' button located at the top right of the lead list.
Configure the Smart Filter by name
In the Smart Filter panel, find the 'Name' or 'Lead name' field. Type 'John García' in that field. You can also combine criteria: add filters by phone, email, lead status, or responsible agent to narrow down the search further.
Apply the filter and open the lead
Click 'Apply' or 'Find' to run the filter. The lead list will update showing only results matching the defined criteria. Click on the name 'John García' to open his full record with history, activities, and contact details.
Frequently asked questions
How do I search for a lead by name in Bitrix24?
You can use the global search (magnifying glass icon at the top) by typing the lead's name, or go to CRM > Leads and use the Smart Filter. In the Smart Filter, type the name in the 'Name' field and click 'Apply' to see filtered results.
Can I search for leads by phone number or email in Bitrix24?
Yes. The CRM > Leads Smart Filter allows searching across multiple fields: name, phone, email, responsible agent, source, and custom fields. You can also type the phone or email directly in the global search and Bitrix24 will find matches across all CRM records.
Do search results in Bitrix24 include archived or deleted leads?
Standard CRM > Leads search shows only active leads. To see archived leads, you need to change the status filter to 'Converted' or use the Recycle Bin view if the lead was deleted. Deleted leads can be restored from the recycle bin for a limited period.