Use search to find work quickly

Search helps teams jump to the right record when they know a name, email, page, campaign, or service.

Search by what you know

1. Use a customer name, email, company, page title, booking, invoice, or campaign name.
2. Open the result that matches the work area you need.
3. If results are broad, add a second word such as the service, city, or offer name.

Confirm before editing

1. Check the workspace and record type before making changes.
2. Review recent activity to make sure you opened the right customer or workflow.
3. Use browser tabs carefully when working across similar records.

Improve future search

1. Use consistent names for services, offers, pages, campaigns, and workflows.
2. Avoid internal abbreviations customers and teammates will not recognize.
3. Archive or rename outdated records when they create confusion.

Good to know

• Search is fastest when names are clear.
• Use customer email when names are duplicated.

Use this guide as a starting point, then adjust the setup to match how your team actually works with customers.