The global search functionality, located at the top of the platform, allows you to search for any company or person in your SalesLoft instance.
Here are a couple of tips and tricks to optimize your search:
- By default, SalesLoft will use an AND operator when searching, but feel free to use the OR operator to expand your results:
- If you do not remember a first name, last name, or name of a company, use a wildcard (*) to see a list of possible matches:
- To be precise, use quotation marks around your search:
You can also search for company, phone, email and SalesLoft profile ID: