Search for Records, Notes and Tasks

Use our new global search tool to quickly find records, notes or tasks in your database.

You cannot search for Activities or Emails yet. However, we will add that in the future. Until then, enjoy the Weflow search tool 😃

• Hit the search button and enter your query
• You can search for anything that is a note, task or a record (like a Lead, Opportunity, Account or Contact)
• You can also use the search pop-up to create a new record