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Universal Search

Maria Herrell
Updated 1 year ago

We are excited to announce the release of our new and improved search engine! This search bar will allow you to view more information on each record at a quick glance. Every record will show the Owner, Created At Date, Updated At Date, and all other company, deal, or person records they are associated with. This allows you to easily redirect to the profile pages of any associated record right from the search results page.

The largest highlights of our new search feature are:

  1. Improved speed of search results
  2. More relevant search results 
  3. Expanded search results; support of additional searchable data 
  4. Recent search terms display
  5. “Fuzzy” search term support
  6. Autocomplete search terms
  7. User is able to type alphanumeric characters to see search results and/or terms
  8. Quick Search vs Advanced Search

Your recent searches will appear on the right-hand side of the search engine so you can easily return to prior searches. 

You will notice that there are new search criteria that you can filter for and get more specific results. You are also able to compound filters to search for multiple criteria at once. The new search filters for each record type are listed below:


  • Owner
  • Created At Date
  • Updated At Date


  • Ownership
  • Company
  • Stage
  • Amount
  • Created At Date
  • Updated At Date


  • Ownership
  • Company
  • Tags
  • Created At Date
  • Updated At Date

Quick Search vs Advanced Search

By popular demand, we have also made Quick Search available! This search is similar to our old search engine where you can quickly search in the upper-right hand corner of your screen and have the top 5 results displayed in such a way so that you can still see the page you are currently viewing. You can always opt to do an Advanced Search instead by clicking the advanced search button where you can filter your search based on more specific criteria.

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