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.

Steps

  1. 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.



  2. 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.


  3. If there's a matching result, you'll see a list.



What's next?