Basic Search

Similar to LinkedIn's old drop-down search bar, Coach offers a search box to quickly search for callers, companies, call stage, keywords, and more.

Click any of the search suggestions that appear in the drop down list, type the subject that you are looking for and then hit the box to narrow down your search options.

 

Search_Bar_Screenshot_11.29.png

 

Use Caller to filter based on who placed the call.

 

Caller.png

 

Contact allows you to search for a specific prospect or job title.

 

Contact.png

 

Company allows you to search for the name of the company.

 

Company.png

 

Call Stage gives you the ability to search for the prospecting status of the call.

 

Call_Stage.png

 

Use Campaign to search for the corresponding Salesforce campaign field.

 

Campaign.png

 

Keywords allows you to search for important words that were said on a call.

 

Keywords.png

 

Use Annotations to filter based on the specific Highlight left on the call.

 

Annotations.png

 

Is this article helpful?
0 0 0
Leave a Comment
 
Attach a file