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How to Utilize the Search Bar in the Sales Pipeline?
How to Utilize the Search Bar in the Sales Pipeline?

The following will explain how the search bar can be utilized in the Sales Pipeline.

Chloe Hunter avatar
Written by Chloe Hunter
Updated over a month ago

1. Navigate to the Sales Pipeline

Navigate to the Sales Pipeline

2. Locate the Search Bar at the Top

Locate the Search Bar at the Top

3. Type a Lead Into the Search Bar

Type a Lead Into the Search Bar

4. Click on 'Search'

Click on 'Search'

5. All of the Information for That Lead Will Populate

All of the Information for That Lead Will Populate

If you have any questions or if you need any assistance, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.


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