Searching in PipelineDeals

You can find the Quick Search bar in the upper right-hand corner of PipelineDeals pages. The Quick Search bar allows you to search for Companies, Deals, and People by name. It also allows you to search for Companies and People by e-mail address and phone number.

If you need to search by other fields, you can use searching and filtering options from the appropriate list view page to find the data you're looking for.

Search Filters on List Views

If you need to search for other information, you can search and filter by most fields within PipelineDeals from the Companies, People, or Deals list view. Just click on the top of the column you wish to search by to see your search and filter options for that field. If the field you wish to search by is not visible, click on the 'Add/Remove Columns' button and check the box next to the field you wish to see to make it visible.

Start your query with the % sign to do a wildcard search in PipelineDeals. This also works when searching and filtering on fields in list views.

You can learn more about filtering your list views on our article on Creating, Saving, and Sharing Custom List Views.

Search Activities

Find past activity notes by using keywords in the Activities section search bar on a record's profile.

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