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Leads → Search
AI-generatedSummary
Search leads in the BackOffice ERP system by a keyword or term to find matching lead records.
Inputs
- leadsSearchTerm (required) — The search term to query leads by; supports names, keywords, or numeric IDs.
Output shape
a list of lead records that match the search term, each as a JSON object; may also include multiple matches warning if ambiguous results are found
If multiple leads match the search term, the output will contain a message and a list of matched leads for disambiguation. The search supports smart matching by names or IDs rather than requiring exact IDs.
Examples
Example 1: Search for leads containing the term 'Acme Corp' or a specific lead ID '12345'
Set 'Term' to 'Acme Corp' or '12345' to retrieve matching leads from the BackOffice ERP.