Skip to content
  • There are no suggestions because the search field is empty.

How do I search for deals within my organization's pipeline?

The Global Search tool lets you search across every deal pipeline in your organization to find specific deals.

 

Global Deal Search

Accessing Global Deal Search

The search bar is located at the top left of the web portal. To access it:

  1. Navigate to the web at app.TestFit.io.
  2. Locate the search bar at the top left of the page.

  3. Click into the search field and begin typing your keyword or type "CtrlK" as a shortcut to open the search window.
  4. Select the deal and open it in desktop or in browser.