In the CRM, you can easily search for contacts and companies by name, or any other custom field. But what if you want to search for a specific note you left, or a pipeline update you made, but you can’t remember the record it was associated with? You can use your browser’s search function to easily search a page for keywords.
First, pull up the page you want to search. If you aren’t sure where you left a note or an update, your Activity Report is a great place to start! Filter the page to show the date range and the user’s activity that you want to look at.
Next, it’s time to search for keywords! If you’re on a PC, hit Ctrl + F, and if you’re on a Mac, hit Cmd + F. A search bar should appear in the upper righthand corner of your screen. You can search for any keyword, and the bar will display the number of instances of that word on the screen.. You can hit the left/right arrows to see instances of the keyword, or you can identify where on the page the keywords are with the yellow tabs next to the scroll bar on the righthand side.
In this image, I searched for the word "quarter", and there's one instance of that word highlighted on the page!
You can search any page in the CRM for keywords using this feature from your browser. That means you can…
I hope this helps you find all the info you need in your CRM! If you have any questions, don’t hesitate to contact us.
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