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Search

Search from the application header looks across deals, people, organizations, and leads at once.

Global search with grouped results

Results are grouped by record type, so a company name that matches both an organization and several deals shows both rather than burying one.

Selecting a result opens that record.

Visibility

Search returns only records you can see. It is not a way around visibility groups, so a colleague finding a record you cannot find is a visibility difference rather than a search fault.

Search is for finding one known record quickly. For repeatable questions across many records, build a filter and save it. See Saved filters.