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# How to search for Leads in CRM

The CRM module is a repository of Prospects and Potential Clients of the Clinic. These prospects are referred to as Leads. Clinicea lets you create custom search filters, to identify leads as per your requirements. And then, in exactly 1-Click you can run Marketing Campaigns using SMS or Email.

For _Example: Let us assume, your clinic has started a new marketing campaign to increase the footfall of male clientele. The campaign needs to target Male Leads in your database between the age group 40-50._

Let us have a look at how to do this in the CRM:

**1.** Go to **CRM** and set **Gender** to _M_ from the drop-down.

**2.** Category i.e. **Lead**, **Patient** or **All**. Select **_All._**

**3.** Age Range: You can search for Leads/Patients belonging to a particular age group by putting in the **Age Range**. _Enter 40-50 in the Age Range._

**4.** Location: You can perform a Search based on a Location by entering the name of the **City**.

**5.** Lead Status: Leads can be further filtered by their Status. Example, exclude the _Not Interested_ ones, Include the _Hot_ or _Warm_ ones etc.

**6.** Once you have done the hard work save the entire search criteria for reuse later on by clicking on **Save Segment.** You will be prompted to enter a name to remember this search by. Put in a descriptive name _ex: Males between 40-50._

![](https://storage.crisp.chat/users/helpdesk/website/5694f620f9d04c00/5330aa9a-81c3-44b8-811a-743872_1jts4oi.png)

That’s it, next time you need to run a similar search, just click on **Show Segment** and select _Males between 40-50_ from the list.

![](https://storage.crisp.chat/users/helpdesk/website/4169bb542c60f400/b50ff5f1-7194-4090-a066-a8ecbc_1m09hpo.png)

**7.** You will now see the search result along with the **Sales Funnel** auto drawn for you. You can see the breakup of leads by **Status in the Sales Funnel**, and click on the Status to see the list of leads in it.

**_For example_**_:_ You can search for all leads **where Source is the July 15 Conference,** and then on the **Sales Funnel,** and select **Hot Leads** and click **SMS ALL** to run a targeted marketing campaign on those Hot leads offering them an additional 10% discount on a wellness package if they sign up within the next 7 days.