Searching for existing leads
This page will guide you on how to interact with the bot to search for an existing lead.
Take a look at Using SF Lead Bot on how to start a conversation with the bot.
- To search for an existing lead, type in "search".
Alternatively, you can say "Hi" to the bot, and it will present you with some options including Search Lead.
- Try searching by Business Name. Follow the next set of prompts.
You'll need to enter a search keyword, add more details to the search, or click Start search to begin.
- If there's a matching result, you'll see a list.