Global CRM Search
Find Leads, Contacts, Companies, and Deals quickly from the app header.
Global CRM Search searches Leads, Contacts, Companies, and Deals in your current workspace. Results are grouped by module and show concise identifying context.
Open search
Select the CRM Search field or press Command K: ⌘K on macOS and Control K: CtrlK on Windows or Linux.
Enter at least two characters. The search waits briefly while you type and returns a small number of relevant records per group. Select a result to open it, or press Escape to close.
Search a Lead Number
Enter a reference such as LD-000128, 000128, or a useful partial Lead Number. You can also search Lead names, email, phone, company, and job title.
Access remains protected
Search stays within the current workspace and only returns modules and records your role is permitted to view. It does not search Tasks, Activities, Notes, or administrative settings.
Shows grouped Lead, Contact, Company, and Deal results with identifying context.
Screenshot pending · global-search.webpSearch effectively
Enter at least two useful characters. Search by a distinctive person name, Company name, email, phone, Deal title, or Lead Number. Results are grouped into Leads, Contacts, Companies, and Deals, with a limited number from each group so the panel remains quick to scan.
Lead Numbers are often the fastest route to an exact record. Searching LD-000128 avoids ambiguity when several people share a name or work at the same Company. Partial number searches can also help when only part of the reference is known.
Select a result to open the existing CRM detail workflow. Search does not create records, change ownership, or grant permission. A Sales Executive may see tenant-wide records that the current product permits them to view, while mutation remains governed separately by ownership and capability.
Keyboard and dismissal
Press Cmd+K on macOS or Ctrl+K on other supported keyboards to focus search when you are not typing in another field. Use the keyboard to move into results, press Escape to close the panel, or click outside it. On mobile, tap the header search and select the intended result.
If nothing appears
Check spelling, try the Lead Number, remove unnecessary punctuation from a phone search, or use a shorter distinctive term. Remember that Tasks, Notes, Activities, and Settings are intentionally outside Global Search. An absent result may also reflect your current workspace or module access.