Global CRM Search
The global smart search solution lets you do a cross-section search and instantly see all the results associated with any keyword. Performing a Teamgate CRM search you can find specific information from within any part of the CRM, plus you can refine the results if you know where the information should/might be located.
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Find What You Need Faster
A CRM search looks like a daunting task with so much information to trawl through. Thanks to Smart Search Solution, you can find necessary information across Teamgate quickly and easily. When you want to search CRM files for particular information, Teamgate filters allow you to greatly enhance your search options, and results.
List of Search Results
Global Smart Search allows finding entries across Teamgate. You only need to enter a keyword, or its fragment in your CRM search, and you can see the list of results, which includes leads, contacts, companies, files, deals, etc. You can search by name, phone number, email, and more.
Search Results by Module
When you search CRM files for the information you want, all data results are arranged in tabs. Therefore, if you know exactly what you’re looking for; a company; a location; you can do it faster by looking at specific tabs only.
File Search
In addition to searching for database entries among your leads, people, companies, and deals, you can also search for attached files, e.g. .PDF, .DOC, .CSV, and and other file types, which are returned as additional information.
Cross-section Search
You can conveniently use Global Smart Search from any section of your Teamgate sales CRM; i.e. any section, inside any contact card, or even in the settings page. If you need to search CRM data, you can easily do it from anywhere.
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Hi, I'm Andrew, CEO here at Teamgate. Myself and my team pride ourselves in ensuring that our customers are powered to unlock their true sales potential. Speak with our team today so that we can learn more about your business and sales goals, and how Teamgate can be effectively utilized to help you grow faster.
