Within Teamwork CRM, you can search for
items across your site using the search
function in the main navigation bar.
The search function will look to match
both title and content of items. When
entering your search term, matching items
will populate with the associated item
icon.
| Icon | Item Type |
|---|---|
 | Lead |
 | Opportunity |
 | Activity |
 | Contact |
 | Company |
 | User |
 | Product |
When a search term matches
multiple results across all item
types, you will see each entry listed
in the dropdown.
Pressing Enter on
your keyboard after you type a search
term will open the search results
page.
From the results page, you can filter the
results using the filter button in the top
right.
Selecting a filter will update your
results page to match the selected item
type. The filter option will display blue
with the currently-selected filter type.
To clear a filter, select the X to
the right of the filter
button.
To view an individual item, click the
item name from the search results.
For more information, see: Using the Teamwork CRM
Navigation Bar