Why Use Universal Search?

• Instantly look up records by name, email, or phone number.
• Narrow results by record type—All, Deals, People, or Companies.
• Customize which fields appear in your search results for faster access.
• View your recent searches and jump back to previous results with ease.

How to Search

• Enter your search term in the universal search bar.
  • Want to get more specific? Add filters like:
    • Ownership
    • Created/Updated At Date
  • Not sure what type of record you’re seeing? Just check the icon:
    • 🏢 Company
    • 💼 Deal
    • 🙎 Person
• Pro Tip: Activate keyboard shortcuts to zip through your search results even faster.

• Admins can set a default display for everyone or let users customize their view. To tweak these settings, head to Settings (bottom left corner), open the General tab, and select Search Settings.
• Choose which fields you want to see—system or custom. If a field has no data, it won’t clutter your view.
• Preview your changes live before you hit save.

Using Filters

• Click the Filter icon next to the search bar to show/hide filters.
• Combine multiple criteria for precise results.
• Here are the available filters by record type: