Search Bar
This article outlines how to use the Search Bar to quickly access specific sections, simplify system navigation, and improve workflow efficiency
The search function in the system is a built-in navigation tool that helps you quickly access any page, setting, or feature. Instead of going through menus manually, you can type a keyword or page name, and the system will show matching results in real time. This makes it faster and easier to find what you need without browsing through the entire interface.
The search bar icon is in the interface's upper-right section, next to the WebSocket connection status and the user profile icon.

The search results include pages with similar or related names, which is helpful if you're unsure of the exact term. Even when searching for a specific page, the tool may suggest additional relevant options.

Search results with similar names
Searching by Lead ID and Phone Number
In the Dialer, you can use the search bar to search for leads using their Lead ID or phone number.
When searching by Lead ID, the matching result will appear—clicking on it will navigate you to the lead’s detail page.

Lead ID search
When searching by phone number, the matching results will be displayed—clicking on a result will take you to the lead search results page.

Phone number search
Updated 5 days ago