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How to Search Everything in Housing Market CRM

Tutorial 49 of 181 · 43 s

Open the product

A buyer rings and all you have is half a name. Search in Housing Market CRM takes one box across your leads, contacts, properties, documents and tenancies at once, so you do not have to guess which list the record is in. This tutorial opens Search, looks up a contact by part of their name, reads the grouped results, and opens the record. On a phone, Search has its own entry in the left menu; on a laptop it is in the header, beside the account menu.

In this tutorial you will learn

  • Where Search is on a laptop and on a phone
  • What it searches across
  • How results are grouped
  • How to open a record from the results

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. The search box sits in the header, on every screen.
  3. Type part of a name — or a number, or a street.
  4. It looks across leads, contacts, properties, documents and tenancies.
  5. Press Enter for the full list, grouped by what each thing is.
  6. Click a result to open it — faster than opening a list and filtering it.
  7. On a phone, Search has its own entry in the left menu.