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.