Search Engine based on Company

1 Comments

  • Katie Dougherty
    Zendesk Community Team

    Hi David!

    It is my understanding that you are referring to the global search bar in your Zendesk Sell account. For more information, see the article: Searching the data in your Sell account.

    Begin typing the name of the Deal (sales order) you are looking for, and you will be presented with additional searching options to filter your account (see my screenshot below). 

    See best practices and naming conventions for deals in the support article, Adding deals.

    If you have similar naming conventions for your Deals, I would then suggest using a smart list that allows you to be much more specific with your filters. Add columns and click on the funnel icon to apply filters to help you locate the correct deal. (Filtering your working list and smart lists)

    I hope this helps answer your question! If you have additional questions, please do not hesitate to reach out to our team or reply back! 

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