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Using the Global Search Tool

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Nik Schultz
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SharpSpring's search tool is versatile. The search tool can provide answers to any number of different queries, and it allows for results to be watched. This article will provide information on using the search tool.

The following user roles can use the search tool:

  • Administrators
  • Company Managers
  • Marketing Managers
  • Sales Managers
  • Salespersons
  • Jr. Salespersons


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Searching Content

To search content with the search tool, do the following:

  1. In SharpSpring's top toolbar, click  search.png  Search.
  2. In the window that appears, enter the desired search term.
  3. In the result list that populates, click on the applicable content.

    You can search for the following:
    •   Contacts
    •   Accounts
    •   Opportunities    		 •   Emails
    •   Forms
    •   Campaigns
  4. Optionally, when viewing results, click the star next to a search result to add it to your  list-alt.png  Favorite List on the left side of the dashboard.
  

SearchFunction.gif
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