The search bar provides quick access to lead information as you can search by contact information, notes, and calls. Don't remember the exact spelling of a contact's name? That's okay, close matches will also appear in the populated list!
Note: To view a full list of the search results, click View List of People/View All Results at the bottom of the search results.
Search by Contact Information
Search by name, email, phone number, and contact address by clicking the People tab.
Note: When searching by address, use the state abbreviation and zip code. For example, search CA 92660 for results in Newport Beach, California.
Search by Note Content
Click the Notes tab to view notes with the search criteria.
Search Call Notes
Click the Calls tab to view call notes with the search criteria.