Search function can look up Deals, Contacts (Persons, Companies), Tasks, Workflows by typing in a keyword/number in search bar.

You can choose whether it will display all sections together or you can narrow it down to a specific section.
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Type in a key word and select Deals tab to display only deal results. You can click on the deal name and it will take you directly to the deal.

When you search for a Person or Company contact, all matching results will be displayed. Clicking on a contact from the list will take you to their Contact View page.

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​Tasks can be searched by entering the full or partial task name. You can open the Task View page by clicking on the task name from the listed search results.
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Enter a Workflow name into the search bar, choose the Workflows option, and all relevant results will be shown. Simply click on the desired workflow name from the results list to access it.​

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