Searching within SalesLoft

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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:

searchexamples.gif

 

Happy Lofting!

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