Global Search

Search across the CRM

Search across leads, accounts, contacts, opportunities, quotes, orders, and invoices from one place.

Type a name, company, email, owner, or document number and press Enter.

Leads

Open the pipeline lead list.

Opportunities

Jump into the sales pipeline.

Accounts

Browse customer accounts.

Contacts

Review stakeholder records.

Quotes

Check proposals and approvals.

Orders

Track active orders.

Invoices

Review billing status.