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
Clearing Search
- Delete search text
- Or click clear button
- Full list returns
Tips
- Use specific terms
- Search by company
- Clear to see all
Workspace Overview
Learn more
White Label Setup
Learn more