Centralized Search

We're thrilled to announce a game-changing update to enhance your search experience on the To-Do Dashboard and Prospect Page.

 

Dashboard and Prospect Page Search: Introducing a powerful search feature on both the Dashboard and Prospect Page for your convenience.

 

To-Do Dashboard Search:

  • Find the search bar conveniently located beside the Filter options.


  • Simply click into the box, and start typing the information you would like to search (First Name/ Last Name/ Email/ Phone Number).

  • Correcting mistakes is a breeze with the X icon that removes the entire search term.


  • To initiate Search, hit Enter.

  • Results are displayed with a guest card tile which includes some important information of the prospect.


Note:

  • You can check below the search box to show the total Search Results.
  • You can also click on the Prospects link to open a new tab and search for the same information on the Prospects Page.



Prospect Page Search:

Enjoy a similar user-friendly search experience on the Prospect Page just like Dashboard Search.

  • Find the search bar conveniently located beside the Filter options.

  • Simply click into the box, and start typing the information you would like to search (First Name/ Last Name/ Email/ Phone Number).

  • Correcting mistakes is a breeze with the X icon that removes the entire search term.


  • To initiate Search, hit Enter.

  • Results are displayed with a Prospect List where we show the table with rows and include some important information about the prospect.

 

Happy searching! 🚀

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.

Articles in this section