How to search for a lead
Close CRM offers a global search bar at the top and the Leads module with Smart Views and advanced filters to locate leads. Searching by name is straightforward, but finding leads by specific criteria (industry, status, activity) requires configuring filters. The process takes 2 to 5 minutes. In Teeo, you search for the lead with one message and get all their information instantly.
How to do it in Teeo
“Search for lead John García”
Results appear instantly with all contact information, history, and lead status.
How to search for a lead in Close: step by step
Requirements
- ·Close CRM has a global search bar that searches across leads, contacts, and opportunities simultaneously.
- ·Smart Views in Close allow saving complex searches with multiple filters for reuse.
- ·Close's global search is one of its strengths; it is fast and searches across multiple lead fields.
Log in to Close CRM
Go to app.close.com and enter your credentials.
Use the global search bar
Click on the search bar at the top of the screen (or press Ctrl+K / Cmd+K on Mac). Type 'John García' in the search field.
Review results in real time
Close will show results in real time as you type. Results include leads, contacts, and opportunities that match the name. Review the list to identify the correct lead.
Select the correct lead
If multiple 'John García' appear, verify the company name, email, or phone to identify the correct one. Click on the lead to open their full record.
Review the lead's information
Inside John García's record, you will find: contact details, communication history (calls, emails, notes), pipeline status, and scheduled activities.
Use advanced filters if simple search is not enough
If the name search does not give precise results, go to the Leads module and use advanced filters: search by email, phone, company, status, or activity. You can combine multiple filters to narrow the search.
Frequently asked questions
How does global search work in Close CRM?
Close's global search (accessible with Ctrl+K or from the top bar) searches simultaneously across leads, contacts, opportunities, and notes. It shows results in real time as you type. It is one of Close's fastest features for locating specific records.
What are Smart Views in Close and how do they help find leads?
Smart Views are saved searches with advanced filters in Close. You can create views like 'Leads with no activity in 7 days', 'Leads in California', or 'Leads with more than 5 calls'. Once saved, they appear in the sidebar and allow quick access to specific lead segments without reconfiguring filters.
What is the fastest way to find a lead with their full history?
The fastest way is with Teeo CRM. You write: 'Search for lead John García' and results appear instantly with all contact information, complete history, and current lead status, without navigating through filters or lists.