Introduction

The search bar allows you to search for a lead or a note using any keywords or information.

The Search Bar

The search bar is visible on all pages of the Lofty CRM. Click the magnifying glass icon to open the search bar.

A larger search bar will open, allowing you to enter any keywords that will help you find the correct lead or note. To search for a lead, select the People tab. To search for a note, select the Note tab.

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your CRM.