Find the right client with search & filters

Great for when you want to search for a specific client and all it's records like proposals, contract, etc.

Overview

As your database grows, powerful search and filter tools help you locate records in seconds.

Search bar

Type any name, email, phone number, or company into the search bar above the table. Results update in real-time as you type.

Status & source filters

• Status – Narrow the list to Active or Inactive clients.
• Source – Show only clients that originated from channels like Referral, Website, LinkedIn, etc.

To apply a filter:

1. Click the dropdown.
2. Choose a value.

Reset filters

Click Reset (funnel icon) to clear all filters and the search query.

Pro tip

Combine the search bar with filters for laser-focused results (e.g., Active clients from LinkedIn whose name includes "Acme").