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Search Engine

This article answers the following questions:

noCRM has a powerful search engine that enables you not only to look for prospects but also to look for leads, client folders, e-mails, etc. A handy feature for your sales to quickly find the information they need when managing their sales process.

How does the noCRM's search engine work?

The search engine has an auto-completion system, which makes it even easier for users to find the information they are looking for.

On the top-right of the account, slowly type the information you are looking for. Once you reach the 3rd letter the auto-completion system will activate and it will suggest to you different types of information: results, leads, client folders...

The first result is auto-selected, to unselect it press the ESC button of your keyboard, to move inside the suggested results use your keyboard up and down arrows.

If you click on the 🔍 instead, noCRM will search the keyword and show you all the matching results found in description, comments, emails, etc. on a page that you will be able to filter them.

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