Where is the global search bar?
At the top of every page, so you do not need to be in the right section to find something. ▶ How to Find Buyer Contacts with Global Search — 0:00
How do I search for a buyer, agent, or vendor?
Click the search bar, type the name, and click the Contacts filter. Each result shows what type of contact it is. ▶ How to Find Buyer Contacts with Global Search — 0:00
Can I search the contents of my notes?
Yes. Type a word you remember from the note and click Notes — the last filter in the list. ▶ Search for Notes Using the Global Search Bar — 0:00
I remember something written about a property but not whose it was. Can I find it?
Search the word and use the Notes filter. This finds records whose notes contain that word. ▶ Search for Notes Using the Global Search Bar — 0:00
Why can I not find my List Stacking prospects in global search?
Global search covers leads, contacts, and notes. List Stacking records have their own search inside the List Stacking section. ▶ How to Search List Stacking Records — 0:00