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Search Bar

How to use the main search bar in Salestrekker 2.0

Mike avatar
Written by Mike
Updated over a week ago

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.


Search Deals

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.


Search Contacts

Contacts can be searched by first name, last name, email and mobile number.

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.




Search Tasks


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.



Search Workflows

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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