Keyword Search

How to find what you need using keyword search in Handle CRM.

Common Problems and Questions

With so much activity and so many records in our system, how can I find what I’m looking for?

Handle’s Solution

Using the keyword search in the Agent will help you find anything in your Handle, and narrow the results to what you need to see NOW.

Starting a Search

1. To look up anything in your Handle, start typing into the search field in the Agent.
2. All relevant results will appear instantly.

Filter Search Results

To narrow down search results to specific types click the gear icon (1) for the menu (2)

Filtered Search Results

Select the activity you want to see (1) and the search field will narrow its results (2)

My Assigned Filter

You can also filter those results (1) to accounts only assigned to you (2).