Hello! In this guide, you’ll learn how to search for data in LeadCenter.ai.
LeadCenter provides two main search options:

1. The Global Search, which searches across all modules.
2. The Page-Specific Search, which searches within the page you’re currently viewing.

1. Using the Global Search

The Global Search is located in the main header at the top of LeadCenter. It’s the quickest way to find contacts, appointments, tasks, or notes from anywhere in the system.

How to Use It:

1. Click the Global Search bar at the top of the page.
2. Type in a name, such as “James.”
3. The system will instantly display all contacts matching that name.

If you want to see more results, click “All results for James.”
This will open the Global Search Results page, which provides a full list of results across multiple categories.

2. Global Search Results Page

The Global Search Results page displays matches from several areas, including:

• Contacts
• Appointments
• Tasks
• Notes

At the top of the page, you’ll find filter tabs that allow you to switch quickly between these categories.

The search bar on this page works exactly like the global search in the main header — you can type a new term or refine your current search.

Examples:

• Searching by email (e.g., roger@leadcenter.ai) will display contacts linked to that email.
• Searching by phone number will show all contacts with matching phone numbers.

By default, the Global Search looks for matches in:

• Contact Name
• Email Address
• Phone Number

If you want to include appointments, tasks, or notes, open the Global Search Results page to perform a broader search.

3. Using Page-Specific Search

In addition to the global search, each module in LeadCenter has its own dedicated search bar for focused searches.

Contacts Page:

• Search by Contact ID, Name, Email, or Phone Number.
• Example: Enter “Sarah” and press Enter to see all matching contacts.

Accounts Page:

• Search by Account Number, Contact ID, Name, Email, Phone Number, or Contract.
• Example: Enter “John” and press Enter to display all accounts related to John.

Tasks and Notes Pages:

• Each has its own search bar where you can look up entries by title, category, or keyword.

Every page specifies the types of data you can search by, ensuring that your results are relevant to that module.

4. Summary

LeadCenter makes finding information fast and flexible through two search options:

• Global Search:
  Search across contacts, notes, tasks, and appointments from anywhere in the platform.
• Page-Specific Search:
  Perform targeted searches within individual sections such as Contacts, Accounts, Tasks, or Notes.

With these tools, you can quickly locate any record, streamline your workflow, and stay organized across all areas of LeadCenter.

Thank you!