Find pages & records with search
Search across the information your account is allowed to access.
Top search bar
Step by step
Click the top search field and enter a buyer, email, phone, product, record number or page name.
Review grouped page and record results. Open the full search page for more matches.
Select a result to open its actual record or settings page.
For an empty directory, check its own filters separately; global search does not inherit those filters.
Demo: search “Export calculator” to find Tools, or a sample lead number to open that lead.
FAQ
Does search show another company’s data?
No. CRM search respects company, role, record and private-participant scope.
Read related guide →Can I search settings and calculators?
Permitted navigation destinations can appear alongside matching records. The guide’s search searches only documentation.
Read related guide →Does search read every word inside uploaded PDFs?
No full-text indexing of raw file contents is promised. Search uses the supported record and document metadata.
Read related guide →Reviewed 10 October 2026 · CRM 0.53.1