Search Prospects

Find a person by name, email, or phone without browsing the board.

Path: Search in the header on Dashboard, Pipeline, and Conversations

Steps

1. Click Search.
2. Type a name, email, or phone number.
3. Select a result. Prospect Details opens.

Search is account-scoped. It does not replace pipeline Filter (created date, labels, license, office, owner, and so on).

Related

• Pipeline Filter and My Prospects — narrow the board, not a single lookup
• Conversations list filters — Unread only, Individual, Group, Users
• AI Assistant — “Find Logan Daniels” or “What stage is Logan in?”