Accounts / Global Search

Use global search to find specific leads by exact search.

Global Search allowes user to filter by:

• User ID
• Phone
• Company Name
• User Name
• Full Name
• Trading Platform Login

User ID - filter by User ID

Phone - filter by Phone

Company Name - filter by Company Name

User Name - filter by User Name

Full Name - filter by Full Name

Trading Platform Login - filter by Trading Platform Login

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