I remember someone calling my salesperson, but I cannot find the lead or contact with the phone number? How can I search within my Sell account by phone number?
There are three main ways to search for a phone number or specific information in your account.
- The global search bar allows you to search your entire Sell account for information you have permission to view.
- Search for the call within the Communication Center of matched and unmatched phone calls.
- Navigate to the section of your account where the phone number is missing (Lead, Contact, or Deal section). In a new smart list, add the Phone number column. Apply a filter to display records With Phone Number in the list. Add other columns such as Added On date or My Last Incoming Call to narrow down the search results.
If you cannot find an email conversation, reach out to the salesperson on your account that sent the email. For more information, see the article: Troubleshooting emails that are missing or not syncing.