Conducting Searches throughout IF3
  • 25 Mar 2021
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Conducting Searches throughout IF3

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There are several search functions within IF3 throughout that will help you find what you are looking for from within Actions, Campaign, Opportunities, Sequences, and Contacts. You will see the search bar at the top of these lists anytime it's available.

Actions

What you can search for in Actions:

  • Action Name
  • Seller Name
  • Seller Email
  • Seller Phone Number
  1. Select any Team on the left menu
  2. Click Actions
  3. In the search bar, enter the Action Name, Seller Name, Seller Email, or Seller Phone Number to look for a specific Action.


Campaigns

What you can search for in Campaigns:

  • Campaign Name

Opportunities

What you can search for in Opportunities:

  • Property Address
  • Seller Name
  • Seller Email
  • Seller Phone Number
  1. Select any Team on the left menu
  2. Click Opportunities 
  3. In the search bar, enter the Property Address, Seller Name, Seller Email, or Seller Phone Number to look for a specific Opportunity.

Sequences

What you can search for in Sequences:

  • Sequence Name

Contacts

What you can search for in Contacts:

  • Seller Name
  • Seller Email
  • Seller Phone Number

Global Search is a great tool that allows you to search for an Opportunity or Contact using almost any piece of information from anywhere in the system.

What you can search for using Global Search:

  • Property Address
  • Seller Name
  • Seller Email
  • Seller Phone Number
  • Notes
  • Comments
  1. Select any Team on the left menu
  2. From anywhere in the system, click 🔍 the search icon on the upper right-hand corner of the screen.
  3. Enter the Property Address, Seller Name, Seller Email, Seller Phone Number, Notes, or Comments associated with the Opportunity.
  4. Click the result


In this example, the info entered in the Global Search is the notes of the Opportunity.






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