BrokerEngine's global search tool lets you search all boards and contacts related to your account. It's particularly useful for finding archived cards, which aren't displayed on most dashboards.
In This Article
Step-by-Step Guide
Follow these steps to search for contacts and cards:
Step 1 — Open the Search Tool
Go to the side menu and click the Search link. A new window displays.
Step 2 — Search for a Contact or Card
Enter all or part of a name connected to a card or contact. BrokerEngine displays matching records sorted by category (e.g. contacts, deals, etc.). This search includes active and archived cards.
Step 3 — Review Results
Click on any matching record to open it. Results are sorted by category — contacts, deals, leads, etc.
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