The search bar on CRM will give you easy access to your contacts and other aspects of their details like Deals, Proposals & Forms.

The search bar can be used to search contacts by their email id or by their unique mobile number.

Open the search bar by clicking the search icon;

Then type any available commands;

You can use the following commands in the search bar to find contacts;

deal:{Deal ID}

replace {Deal ID} with your data e.g, deal:D-1 to search the contacts with the specified deal.

form:{Form ID}

replace {Form ID} with your data e.g, form:F-1 to search the contacts with the specified form.

prop:{Proposal ID}

replace {Proposal ID} with your data e.g, prop:P-1 to search the contacts with the specified proposal.

{Customer Email ID}

replace {Customer Email ID} with your data e.g, support@intueri.io to search the contact with the specified email ID.

{Customer Phone Number}

replace {Customer Phone Number} with your data e.g, 140150160 to search the contacts with the specified phone number.