Question

I remember someone calling my salesperson, but I cannot find the lead or contact with the phone number? How can I search within my Sell account by phone number?

Answer

There are three main ways to search for a phone number or specific information in your account.

1. Theglobal search barallows you to search your entire Sell account for information you have permission to view.
2. Search for the call within the Communication Center ofmatched and unmatched phone calls.
3. Navigate to the section of your account where the phone number is missing (Lead, Contact, or Deal section). In anew smart list, add thePhone number列。Apply a filterto display recordsWith Phone Numberin the list. Add other columns such asAdded Ondate orMy Last Incoming Callto narrow down the search results.

If you cannot find an email conversation, reach out to the salesperson on your account that sent the email. For more information, see the article:Troubleshooting emails that are missing or not syncing.