To utilize our contacts search bar, follow these steps:
- From the dashboard, click on any lead record.
- Once the lead module opens, go to the contacts tab.
- At the top of the contacts tab, you'll see a search bar and a filter button.
- You can search for any criteria (ex. department, specific name, phone number etc.). Or, you can click the filter button and the criteria checkbox to only show contacts that have that information.
Note that you can also add contact filters on your entire account. Read this article to learn more: https://visitorqueue.zendesk.com/hc/en-us/articles/360016300911