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Search Anything Instantly with Global Search in HelloLeads CRM

Find anything, instantly - across all your CRM modules
Available in
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What's New?
Earlier, search in HelloLeads CRM was limited to searching Leads & Customers through a small dropdown-style search experience. With the new Global Search, you can now search across multiple modules from a single place using an improved side-sheet design.
Search Across All Modules
Search leads, lists, products, quotes, invoices, tasks, menus, and settings - all from one unified search experience.
Keyboard Shortcut Support
Open Global Search instantly using Ctrl + K (Windows) or Cmd + K (Mac) - no mouse needed.
Categorized Results
Results are grouped by module so you can quickly identify and navigate to exactly what you are looking for.
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Keyboard Shortcut Support
Open the Global Search side-sheet instantly from your keyboard - without reaching for your mouse.
DeviceShortcut
Windows Ctrl + K
MacBook / macOS Cmd + K
Note
This shortcut works from anywhere inside HelloLeads CRM - no need to click the search icon first.
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Available Search Categories
Global Search supports the following modules. Results are automatically grouped under their respective category.
Leads & Customers
Search lead and customer records by name, email, mobile, organization, and more.
Lists
Quickly locate any of your managed lists by name.
Menu & Settings
Search application menus, screens, options, and settings available within HelloLeads CRM.
Products
Find products from your product catalog by name, SKU, brand, or description.
Quotes & Invoices
Search quotes and invoices by number, or by the customer name and organization linked to them.
Tasks & To-do
Find tasks and to-do activities by description or category.
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How Global Search Works
Global Search is designed to be fast and flexible - search everything at once or narrow down to a specific module.
Step 1: Press Ctrl + K (or Cmd + K) to open Global Search
Step 2: Type your search term - results appear automatically across all modules
Step 3: Optionally select a specific category to narrow your results
Step 4: Click a result to open it directly in the same tab
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Searchable Fields by Module
A complete reference of all fields that Global Search supports across each module.

Leads & Customers

Searchable Fields
First Name, Last Name, Designation, Organization, Email, Mobile, Notes, Website, Telephone (Direct), Telephone (Office), Address Line 1, Address Line 2, City, State, Country, ZIP Code

Lists

Searchable Fields
List Name

Menu & Settings

Searchable Fields
All menu items, screens, options, and settings available within HelloLeads CRM

Products

Searchable Fields
Product Name, Part Number / SKU, Make / Brand, Product Description

Quotes

Searchable Fields
Quote Number, Lead / Customer Name, Lead / Customer Organization Name

Invoices

Searchable Fields
Invoice Number, Lead / Customer Name, Lead / Customer Organization Name

Tasks & To-do

Searchable Fields
To-do / Task Description, To-do Category
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Viewing Search Results
When matching results are found, they appear directly below the search bar grouped by module. Simply click on a result to open it in the same browser tab.

Opening Results in a New Tab

  • Hold Ctrl and click the result to open it in a new tab
  • Or right-click the result and choose Open link in new tab

Pro Tips

Get the most out of Global Search with these quick tips:

  • Use Ctrl + K / Cmd + K from anywhere in the CRM for instant access
  • Search without selecting a category to get results from all modules at once
  • Select a specific category to narrow results when you know which module you need
  • Use Global Search to quickly navigate to any menu or setting without clicking through the sidebar

Need Help?

If you need assistance using Global Search, contact our support team - we are here to help!