Command palette and record search
Search companies, contacts and deals, jump to any page, create records, switch theme.
Find it in PipeLeads CRM
- Header
- Search (Cmd/Ctrl+K)
/dashboardThe chain
From what it does to where it takes you.
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01
FeatureWhat it does
Cmd/Ctrl+K opens one box that searches your records first, then pages, create actions and settings.
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02
AdvantageWhy it beats the usual way
Type two letters and the matching deal or contact sits on top. No menu digging.
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03
BenefitWhat you get
You find the customer who just called before they finish saying hello.
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04
Promised LandWhere it takes you
You sound on top of every account, every call.
Inside this feature
1 part that makes it work.
Try it yourself
Put Command palette and record search to work.
See every deal. Know the next step. Let the follow-up run itself.