Universal Search is your shortcut to finding companies, deals, and people from anywhere in Pipeline CRM.
Search for a record
- Enter your search term in the universal search bar. You can search by name, email, or phone number.
- Narrow the results by record type: All, Deals, People, or Companies.
- Add filters like Ownership or Created/Updated At Date to get more specific.
Not sure what type of record you're looking at? Check the icon:
- 🏢 Company
- 💼 Deal
- 🙎 Person
Turn on keyboard shortcuts to move through your search results faster.
Use filters
- Click the Filter icon next to the search bar to show or hide filters.
- Combine as many criteria as you need.
The available filters depend on the record type you're searching.
Customize your search results
Choose which fields appear in your results — system or custom. Fields with no data are hidden automatically, so your results stay clean.
Your own results
- Go to My Profile > Search Settings.
- Select the record type: Company, Deal, Person, or Project.
- Check the fields you want in the Columns list. Use the search box to find one quickly.
- Watch the Search Results - Live Preview on the right to see the effect before you leave the page.
Click Reset all to return that record type to its defaults. See Manage Your Profile Settings for the rest of the tab.
The account default (Admins)
Go to Settings > General > Search Settings. Admins can set a default display for everyone, or let each user customize their own. Preview your changes before saving.
Recent searches
Click the search bar to see your recent searches and jump straight back to earlier results.
Nothing coming back?
If a record you expect isn't in your results, check these two things first:
- Your filters. Filters stay applied between searches, so a filter you set earlier — a record type, an owner, a date range — can quietly rule out everything you're looking for now. Click the Filter icon and clear anything you don't need.
- Your visibility settings. Search only returns records you have access to. Your admin sets what each team can see, so a record can exist in the account and still be invisible to you. Ask your account admin to check your team's visibility settings.
Need help? Contact support at customercare@pipelinecrm.com .