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
Access the Global Search Bar
On the dashboard, locate the Global Search bar at the top of the screen.
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 [email protected], [email protected] or Vaibhav Sharma, Ruchi Bhatt, Diksha Bhatt
Initiate the Search
Click the Search (magnifying glass icon) button or press Enter to begin the search.
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.
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