8. How to Search and Filter Leads

The Leads section lets you see every client captured by this affiliate hub—complete with their email, ID, affiliate/source, registration date, FTD date, status, and more. When you have hundreds or thousands of leads, the Search and Filter tools help you zero in on exactly the records you need in seconds.

To search for a lead:

1. Go to the Leads tab of your affiliate hub.
2. Click into the Search… field at the top.
3. Type any part of the lead’s email address (e.g. john.doe, @gmail.com, etc.).
4. The list will dynamically filter as you type, showing only matching leads.

Pro tip: Partial queries work too—entering hotmail will instantly display all Hotmail addresses.

To filter leads:

While Search matches text, Filters let you narrow down by date ranges and source IDs.

1. Click the Filter button on the left side of the toolbar.
2. In the right-hand drawer, set one or more criteria:
Created date (when the lead registered)
Source ID (the marketing channel tag)
First transaction date (FTD date range)
3. Remove any filter field by hovering over it and clicking the ×.
4. Click Save to apply—your table updates to show only leads matching all selected criteria.

Conclusion

By combining Search for quick text matches with Filter for precise date or source slices, you can:
Rapidly locate individual leads (e.g., to troubleshoot or review).
Segment your data by campaign or conversion period.
Export just the subset you need for reporting or follow-up.

These tools keep your lead management efficient, accurate, and scalable—no matter how many clients flow through your affiliate hubs.