Feature
Global Search
Finding "that account we talked to in March" should not start with guessing which page owns the record. Press ⌘K anywhere in the CRM, Ctrl K on Windows and Linux, and search every record type at once. Results are grouped by type, ranked by how well they match, and selecting one takes you straight to the record.
Searches across…
- Contacts, by name or email
- Accounts, by company name
- Deals, by deal name, with stage and value on the result
- Tasks, by title, with status and due date
- Notes, by body text, showing the line your term appears in
- Campaigns, by name or subject line
- Sequences — by name
Built for the keyboard
Arrow keys move through the results, Enter opens the highlighted one, and Escape closes the palette and puts focus back exactly where it was. Typing / opens it too, as long as you are not already typing into a field. Your recent picks are listed before you type anything, so the common case is two keystrokes.
Search is read-only and scoped to your own organisation. It never changes a record, and it only ever looks at data belonging to your account.