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Find specific clients quickly.
1

Open Workspace CRM

Click CRM in the sidebar.
2

Find Search Input

Locate the search field above the client list.
3

Type Your Search

Enter client name or email.
4

View Results

List filters to matching clients.

Search Tips

  • Search by name
  • Search by email
  • Partial matches work
  • Case insensitive

Examples

SearchFinds
”john”John Smith, Johnny Doe
”@gmail”All Gmail clients
”acme”Acme Corp clients
  • Delete search text
  • Or click clear button
  • Full list returns

Tips

  • Use specific terms
  • Search by company
  • Clear to see all