To quickly find a deal, lead, company, or other app item of the CRM workspace, use the search bar at the top of the page. The search is carried out by name.
Moreover, you can also filter items by other parameters of the app. For example, for deals these can be Assigned to, Company, and Estimated closing date. To search by parameters, click on the icon in the search bar. In the window that opens, you select the needed parameters and click Search. The results will display all items that match the specified criteria.
If you plan to use the same set of search parameters multiple times, you can save it as a filter.
For deals and leads, there are pre‑configured search filters. They help you to quickly find items with a certain status, closed deals and leads in the certain pipeline, etc. To use a pre‑configured filter:
- Open a pipeline’s page.
- In the search bar, click the icon.
- Choose a filter on the right-hand panel of the search window.
- Click Search.
You can also search for items in all pipelines at the same item. To do this, go to the All deals or All leads page and apply the required filter as described above. Moreover, on these pages, you can use the Active filter that shows all deals that aren’t closed.
If you want items to always be sorted by the specified parameters when you open the page, you can pin a pre-configured or custom filter.
To do this, hover the mouse over the filter name and click the icon.
To unpin the filter, click the icon again.
Read more about search in the Search and filters article.
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