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The search function allows users to find accounts, leads, calls, or call participants by typing in the search field. Results are sorted based on Engage Accounts Contacts, leads, and calls with accounts, people at the company, or customers. Recent activities within the past 30 days are displayed for each account. Recent searches are easily accessible, and users can click on results to view related information. The search results also include options to filter calls by hashtags, terms in call titles or transcripts, and specific categories like calls with accounts, people at the company, or external participants.
Looking for an account, lead, call, or call participant?
Search for anything, and in any supported language, via the search field in the top navigation bar.
Type in the name of the account, person or term you’re looking for. The results you see are sorted by:
For people with Engage
Accounts
Contacts and leads
Calls with accounts
Calls with people at your company
Calls with customers
For people without Engage
Accounts
Calls with accounts
Calls with people at your company
Calls with customers
In addition, you can search for calls according to:
Hashtags in the comments
Terms in the call title or transcript
If more than 3 results are available in any category, reveal them all by clicking Show more.
To help you find the account you're looking for, you'll see how many recent activities occurred with each account, and when the latest activity occurred.
Recent activities are any activities (including calls, emails, digital activities) that took place within the past 30 days.
What you see in the search results
Recent searches
When you click in the search field, you’ll see your most recent searches. This makes it easy to go back to an account or person that you recently viewed.
Accounts
This sections shows accounts and leads that match the searched term. Click on any result to go to the page relating to that account or lead.
Contacts and leads (for people using Engage)
This section shows contacts and leads that match the search term. Click on any result here and you’ll open their contact drawer.
Calls with account
This section shows results according to calls with specific accounts. Click on any result to go to the search results page, filtered for that account.
Calls with people at your company
This section shows results according to calls with participants from your company. Click on any result to go to the search results page, filtered for that participant.
Calls with customers
This section shows results according to calls with external participants. Click on any of these results to go to the search results page, filtered for that participant.
Search for term in the call title or call transcript
Below these sections, you’ll see the option to search for a term in a call title or transcript. Click here to go to the search results page, filtered for that term.
Search by hashtag
You can also search for calls according to hashtags in comments. Enter # and the term you’re looking for, and we’ll surface calls with that hashtag in the search page.