Teamgate allows you to search your Leads quickly and easily. There are two option how you can find your Leads: search and filtering.
How does searching work?
First of all, Teamgate offers two types of search:
Global search- you can use this search to find the information from every location in Teamgate. This search works through all the Teamgate sections.
Local search- use it to find the information in the particular section. Local search opens the results in the list. Global search redirects to the contact card.
You can search in Teamgate by this criteria:
Lead's name
Lead's company title
Lead's phone numbers
Lead's email addresses
If you want to find a specific lead, enter one of these criteria into the search bar.