The short answer

Use search and status together to find a record before creating, messaging, editing or deleting it.

Availability: Available to accounts with Customers CRM access. Communication, AI and provider features require their related services and permissions.

Step-by-step

  1. Search across customer details

    Enter a name, email, phone, company or lead source in Search.

  2. Apply a status filter

    Choose All statuses, Lead, Prospect, Customer or Inactive.

  3. Change rows per page

    Select 25, 50 or 100, then use Prev, numbered pages or Next.

  4. Clear filters

    Remove the search term and select All statuses to restore the full list.

  5. Refresh when necessary

    Choose Refresh to load the latest records after an external import or integration.

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