3.1 Creating Search Queries Using Search Builder

Overview

Creating a Complex Search Query

Operators

FAQs

Contact Us

Overview

The Search Builder allows for advanced filtering of leads in the Leads view. This guide outlines the steps to create and apply complex search queries effectively.

Creating a Complex Search Query

 Consider an example query to find contract opportunities that meet the following criteria: 

• Lead Origin: FL (Florida) or TX (Texas).
• Lead Type: "Bid" or "RFP".
• Due Date:  Between 03/01/2025 and 03/31/2025.
  
  

Step 1: Open Search Builder

1. Click the Search Builder button in the Leads view to open the search builder menu.

   
   Figure 1: Accessing Search Builder menu

Step 2: Define the First Condition (Location Filter)

1. Change the condition logic to OR ( i.e. State = FL OR State = TX).

2. Click Add Expression.

3. Set Field from the dropdown: State.

4. Set Operator from the dropdown: Is Equal to.

5. Enter Value: FL.

6. Click Add Expression again and set the State to TX.

   

Figure 2:  Setting the first condition 

Step 3: Define the Second Condition (Lead Type Filter - Using Grouping)

1. Click Add Group to create a nested condition.

2. Change the logic within the group to OR ( i.e. Lead Type = Bid OR Lead Type = RFP).

3. Inside the group, click Add Expression.

4. Set Field from dropdown: Lead Type.

5. Set Operator from dropdown: Is equal to.

6. Enter Value: Bid.

7. Click Add Expression within the group and set the value to RFP.

   

Figure 3:  Setting the second condition 

Step 4: Define the Third Condition (Lead Type Filter - Using Grouping)

1. Click Add Group to create nested condition. The logic within this group remains AND because the condition specifies that the Due Date should be between 3/1/2025 and 3/31/2025, i.e. both the start and end date must be satisfied.

2. Click Add Expression. 

3. Set Field from dropdown Due Date.

4. For filtering a range, use Is after or equal to for the start date and Is before or equal to for the end date.

5. Enter Value: 3/1/2025 (Start Date) and 3/31/2025 (End Date).

Figure 4:  Setting the third condition 

Step 5: Execute or Save the Query

1. Click Save Query to store it for future use.
2. A prompt will appear asking to enter a name for this query.       
3. Type the desired name in the text box and click OK to save.
4. Click Submit to apply the search and view filtered results.                   

Figure 5:  Saving query and submitting 

Final Query Structure

(State = FL OR State = TX) AND (Lead Type = Bid OR Lead Type = RFP) AND (Due Date BETWEEN 3/1/2025 AND 3/31/2025) 

The filtered leads fulfilling the query criteria are displayed after clicking the Submit button. 

Operators 

Operators define how search criteria filters data, allowing users to apply conditions to text, numbers, and dates for precise results.

FAQs 

Can saved queries be edited later?

Yes, saved queries can be modified and re-saved.  Refer to Loading and editing a saved query article.

What if the search does not return expected results?

Check filter conditions and ensure correct operators are used.

Contact Us

For further assistance,  Contact Us.