Comma-Separated Global Search

Comma-Separated Global Search in ExtraaEdge CRM allows users to search multiple leads, including phone numbers, email addresses, and names, in a single query. This feature helps quickly retrieve data related to multiple leads, saving time and effort.

Bulk Search Limits

• You can search up to 5,000 phone numbers and email addresses at one time.

• You can search up to 100 names in one time.

Steps to Perform Bulk Search

1. Access the Global Search Bar

• On the dashboard, locate the Global Search bar at the top of the screen.

1. Enter Multiple Search Queries

• In the search bar, input multiple phone numbers, email addresses, or names.

• Separate each search value using a comma ( , ).

Example: 9897454789, 9977448855, 9898989890 or [e-mail], [e-mail] or Vaibhav Sharma, Ruchi Bhatt, Diksha Bhatt

1. Initiate the Search

• Click the Search (magnifying glass icon) button or press Enter to begin the search.

1. View Search Results

• The system will display all matching records.

• You can click on each result to view detailed lead information.

Best Practices for Bulk Search

• Ensure there are no extra spaces between commas and search values.

• Double-check the format of email addresses and phone numbers to avoid errors.

• If a name search does not return expected results, try searching by email or phone number instead.

Troubleshooting

• If no results appear, verify that the numbers, emails, or names are correctly formatted.

• If the search is slow or incomplete, try reducing the number of search queries.

• Contact ExtraaEdge support for further assistance if needed.

By using the bulk search feature efficiently, you can streamline lead management and improve productivity within the ExtraaEdge CRM.