Searching for a contact

How to find any contact fast, and why a search might come up empty.

CRM Core
2 min read
crm
contacts
search

The Contacts page has a single search box at the top. Type any of these and results update as you type:

  • First name, last name, or full name
  • Email address, or any part of it (e.g. "patrik" or "@gmail")
  • Phone number, in any format
  • Business or company name
  • Any tag

If a contact does not appear - Check the workspace switcher (top left). Contacts belong to a workspace and only appear when you are in that workspace. - Clear any active filters (owner, tag, lifecycle stage) above the list. - Try a shorter query. "Patrik" beats "Patrik Galea" if the name was entered as "Patrick". - Look for duplicates by email. If you added the same person twice, both show up, sorted by most recent first.

Still nothing? Open a Support ticket from the sidebar. Include the exact name and email you searched. We will locate the record and, if needed, restore it to your workspace.

Related