Search

Last updated

The search box is in the top bar on every page. On a phone, tap the magnifying glass to open it. Results appear as you type, grouped by type, and the case of what you type does not matter.

What it searches

  • Contacts: first name, last name, email address, phone and company
  • Deals: name and description
  • Email campaigns: the template name and subject line they were sent with
  • Tags: name
  • Tasks: title
  • Activities: type, title and description
  • Marketing lists: name

Click a result to go straight to it. Click anywhere outside the results, or press Escape, to close them.

Stuck, or something missing? Email [email protected], or send a message from Feature Requests in the CRM. David reads and replies to every one.