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Global search is the fastest way to reach a record you already know exists. It is not the place to build a shortlist: for that, use the filters on a table or the AI-ranked Search tab. Open it with ⌘K on a Mac or Ctrl+K on Windows, or click Search in the top left.
Global search with a results list and a preview panel

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What it matches

  • Names of candidates, contacts, and companies.
  • Email addresses, including personal ones. This is the reliable way to answer “who is this person who just emailed me”, which a table search on names cannot do.
  • Phone numbers, so an unrecognised number on your screen becomes a name.
  • Record identifiers, the short code shown on a record such as #42B8C269C, when that feature is enabled for your workspace.
Each result carries a badge naming its type, so a person and a company with similar names are easy to tell apart before you open either.

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Read the record without opening it

Selecting a result fills the panel on the right, and for most lookups that panel is the answer, so you never leave the page you were on:
  • Job title, company, and location
  • Personal email, personal phone, and LinkedIn
  • Any custom attributes carried on the record, for example a tech stack
  • Main contact, whoever on your team owns the relationship
  • Last interaction, how long it has been since anyone spoke to them
Because it reads without opening, global search is the right tool mid-call. Type the number that is ringing, read who they are and when a colleague last spoke to them, and answer knowing both.

Keyboard shortcuts

The G then letter jumps, the A then letter add menu, and the rest.