Table of Contents

How do I use the search functionality?

Cathy Funderburg Updated by Cathy Funderburg

Account, Campaign, People, Opportunity Search Feature

Search Introduction

Having the ability to quickly locate what you're looking for has always been an integral part of CaliberMind, and with the addition of our 'Search' feature, makes finding exactly what you need much quicker.

'Search' may be used to locate an account, campaign, or a report from a keyword to quickly get to insights.

To use, head to my.calibermind.com, sign-in, and click on the 'Search' magnifying glass icon in the top left-panel.

Using CaliberMind Search functionality

From there, type in a keyword(or keywords) for an account, campaign, or report you're looking for and see your results generated underneath (the drop-down will display multiple value options, if that keyword exists within multiple campaigns, accounts, or reports).

You may also search by using the campaign or account id's.
Type in a CaliberMind keyword/s for account, campaign or report

How do I Search for People?

With CaliberMind, searching for people has never been easier. With CaliberMind, you can find people quickly and easily with a powerful search engine. You can search for prospects or customers by name, providing you with a comprehensive overview.

CaliberMind Search for People

How do I search for Opportunities?

With CaliberMind, searching for opportunities has never been easier. With CaliberMind, you can find opportunities quickly and easily with a powerful search engine.

CaliberMind Search for Opportunities

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