How to search for a lead
Searching for a lead in Monday CRM can be done through global search (Ctrl+K) or using the filter within the leads board. Global search finds items across all boards in the workspace, while the board filter allows more specific searches by name, email, or other fields. In Teeo, you type the lead's name 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 Monday CRM: step by step
Requirements
- ·Monday's global search (Ctrl+K) searches across all boards in the workspace, including item names and text column content.
- ·For more precise searches within the leads board, use the 'Filter' button with the 'Name contains' condition.
- ·Search does not index content from attached files or item updates/comments.
Log in to Monday CRM
Go to monday.com and log in to your workspace.
Use global search with Ctrl+K
Press Ctrl+K (or Cmd+K on Mac) anywhere in Monday to open the global search bar. You can also click the magnifying glass icon in the top navigation bar.
Type the lead's name
Type 'John García' in the search bar. Monday will show real-time results as you type, including items from all boards that match the name.
Filter results by the leads board
If many results appear, filter by the specific leads board. Click the 'Board' filter in the search results and select your leads board.
Click on the found lead
Click on the 'John García' item in the search results. The item side panel will open showing all lead information: contact details, pipeline stage, activities, and notes.
Access the full item if you need more detail
If you need to see all the complete lead information, click the 'Open item' button or the item name to navigate directly to the board. There you can see the full history, updates, and all lead fields.
Frequently asked questions
How do I search for a lead in Monday CRM?
In Monday CRM you can search for a lead in two ways: using global search (Ctrl+K) which searches across all boards in the workspace, or using the filter within the specific leads board. Global search is the fastest way to find a lead by name. The typical process takes 1 to 5 minutes.
Does Monday CRM search within all lead fields?
Monday's global search primarily searches the item name (lead name) and text columns. It does not search within attached files or item comments/updates. For more specific searches by email, phone, or other fields, use the board filter.
What is the fastest way to find a lead with all their information?
The fastest way is with Teeo CRM. You write: 'Search for lead John García' and instantly receive their complete information: contact details, interaction history, and current status — without navigating between boards or applying filters.