Hello! How can we help?

This section explains how to use the search function.

The search bar is located in the header at the top of your screen. You can use it to search for an existing lead or company.

LS_-_Search_bar_1.png

When you click on the search bar without entering any text, the most recent leads and companies are displayed by default. LS_-_Search_bar.png

You must enter at least 3 characters to trigger search results. The search engine will suggest up to 10 options, returning the most relevant leads regardless of the order of the characters entered.

You can launch an advanced search specifically for leads by entering a keyword and pressing the "Enter" key. You will be redirected to the filtered list of leads that include the keyword.

Advanced_Search.png

Note: The search bar searches all lead titles, tags, dropdown values, notes, and titles of attachments. The search doesn't search the content of the documents attached.