Prospects
Search Prospects
Find a person by name, email, or phone without browsing the board.
Path: the Search prospects… box in the header on Today, Pipeline, and Conversations
Steps
- Click Search prospects….
- Type at least 2 letters of a name or email, or at least 3 digits of a phone number. You can type a first name, a last name, or both.
- Results show each match's name, email, and phone, with your search highlighted.
- Click a result, or use the arrow keys and Enter. Prospect Details opens.
Press Esc to close the results.
Search covers the account you're in. To switch accounts, use the account menu first.
Search vs. filters
Search finds one person. To narrow the whole board, use Filter and My prospects on Pipeline (created date, labels, license status, office, owner, import, and more).
Related
- Conversations list filters for unread, individual, and group threads. See Conversations.
- AI Assistant: "Find Logan Daniels" or "What stage is Logan in?"
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