Along with the search in Leads, People, Companies, Deals, and Files which is located on top right corner Teamgate offers the global search functionality that allows easily find information through every module.
The global search engine starts responding after typing in 3 symbols in the search bar. The records from different modules are distinguished by the icons.
- People are displayed together with associated Companies.
- Companies are displayed together with associated People.
- Deals are displayed together with a buyer and if the deal status is won/lost you will see this information at the end of the line.
- You will find files according to their content.
Use the filter to narrow the search.
By clicking on the desired contact or deal you will be navigated to the contact or deal card:
For more advanced search- use the filter.