Press ⌘K (or click the search box in the sidebar) to search across every record at once, or use the search and filter controls on any list to narrow down what's already in front of you.
- Click the search box at the top of the sidebar, or press ⌘K.
- Type any part of a name. Results appear grouped by record type: Companies, Opportunities, and more.
- Click a result to open it.
Search within a list
Every list (Companies, People, Opportunities, Tasks, Notes) has its own Search box above the table. Typing there filters just that list, and shows what you searched for as a removable chip under Active filters.
Filter a list
- Click the Filter icon above the table.
- Set any of the filters shown: built-in ones like Creation Source and Deleted records, plus any searchable custom fields for that entity.
- Click Reset to clear them all.
If you can't find a filter for a field you need, then make it searchable
Only custom fields marked Searchable appear in the filter panel. Open Use custom fields to turn that on.