Global Search Bar
Global Search Bar
At the top, right-hand corener of the toolset is a search bar.
This search bar can be used to locate any type of record, including contact, company, contract, opportunity, tasks, or users. To search the entire system for a record, begin typing the name and the content will begin to autopopulate.
Click on the record you wish to open directly from the dropdown. It will open within your toolset.