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Too much time spent spent searching slows down deal progression
In fast-paced pipeline reviews or pre-call prep, every second counts. But when search results are fragmented across entity types and it takes too long to surface the right context, deal momentum suffers. Delays in discovery create delays in action - and that's time your team can't afford to lose.
That's why we've updated our Search experience to help you access relevant results sooner as well as allow you to move a deal forward, reference vital information, or capture new insights faster than before.
Introducing a smarter, more efficient CRM search experience
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We've redesigned CRM search to help you quickly find the most relevant infromation, make better decisions, and push active deals forward:
- Top match tab: The new default view for search results will show you 10 of the most relevant entities that match your query
- Notes in Top matches: Up to five notes that are a keyword match for your query will appear in the Top matches results
- Expandable results: Each tab includes a new See More button, allowing you to load 10 additional results at a time - up to 100 - so you stay in flow without having to do a repeat search
Designed to accelerate decision-making
By delivering more relevant results faster, the improved search experience helps you identify key relationships, recall important context, and take the next best actions - faster than your competition. Explore the updated search experience today.
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