Search your crm

🔗 HubSpot KB Bridge: Search your crm

💡 Core Capability

When you’re on a CRM index page, you can search for specific records. This is located above the displayed view of your object index pages. The CRM search only works with certain default properties and reacts differently based on the search terms you use.

🛠️ Key Operations & Headings Outline

• Properties searched
  • Contacts
  • Company
  • Deal
  • Ticket
  • Custom objects
• How to search your CRM
• Understand your CRM search terms and search results
  • Search using enumeration properties
  • Search using special characters
  • Search using non-alphanumeric language characters
  • Search using “OR”

📋 Subscription Availability

• All products and plans

🔗 WayCup Operations & Workspace Context

• Active Projects & Client Notes:
  • HubSpot Native Workflows
  • Zapier CLI Integration
  • ftf_clg_category_mapping
  • Triage and Discovery Prep
• WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.

---

TIP

Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot