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Searching your activity for keywords

Here's how to use your browser's search function to find specific notes or activities in your CRM:

  • Pull up the specific page you need to search. The Activity Report has logs of all activities in your CRM, so it's a great place to find specific notes, pipeline updates, or other logged actions.
  • Filter the Activity Report to show a specific date range and/or user activity.
  • If you’re on a PC, hit Ctrl + F, and if you’re on a Mac, hit Cmd + F to pull up your browser's search function.
  • Enter the desired word or phrase into the search bar, and it will highlight areas on that page that match your search items.
  • Need to search past or future events? Check out this help article.
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Keywords:
Searching notes, activity
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