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Building a Search

Every search starts by choosing what you're looking for, then adding one or more conditions that narrow it down.

Step 1 — Pick the table to search​

At the top of the Search Builder, use the Search Table dropdown to pick what you're searching:

  • Leads
  • Sales
  • Service Jobs
  • Appointments

The available fields change based on what you pick.

Search Table dropdown open showing the four entity options

Step 2 — Add a condition

Click Add Condition. A new row appears with three controls:

  1. Field — the attribute you want to filter on (e.g. Status, Sale Amount, Created At)
  2. Operator — how to compare it (e.g. Equals, Contains, Between)
  3. Value — what to compare against

A single empty condition row with Field, Operator, and Value controls labeled

Step 3 — Add more conditions and combine them

When you add a second condition, a logical operator appears in front of it:

  • AND — both conditions must be true (narrower results)
  • OR — either condition can be true (broader results)
  • NOT — exclude records that match this condition

Builder with three conditions chained together — one AND, one OR, one NOT

Step 4 — Run the search

Click Execute Search. Results appear in the table. The header reads "Showing X of Y results for [TABLE]".

Step 5 — Remove or adjust conditions

  • Click the X at the end of any row to remove that condition

  • Change any dropdown or value at any time and click Execute Search again to refresh results