Actions74
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Life & Health Lead → Search
AI-generatedSummary
Retrieve a list of Life & Health Leads from AgencyZoom filtered by various optional criteria such as agent, dates, customer details, status, location, and appointment types, with control over sorting and result limits.
Inputs
- Return All — Boolean to specify whether to return all results or limit the number of returned leads.
- Limit — Maximum number of results to return if 'Return All' is false; defaults to 50 with a maximum of 500.
- Filters — A collection of optional filters to refine the lead search, including agent, creation and sold date ranges, customer email, last name, phone, lead status, sorting options, location, Life & Health professional, and appointment flags ('Set Only', 'Kept Only').
Output shape
a list of lead records matching the filtered criteria
If 'Return All' is true, all filtered results are returned; otherwise, results are limited by the 'Limit' parameter. Sorting direction and field can be specified. Filters allow narrowing results based on various attributes and date ranges; parameters are optional and can be combined to customize the search.