How to Quickly Find Contacts in BIGContacts

 

Finding the right contact at the right time is crucial for efficient communication and follow-ups. BIGContacts' Quick Search feature lets you instantly locate contacts using a name, company, or keyword, saving time and making data retrieval effortless.

 

 

Why Quick Search Matters

 

  • Instant Access to Contacts – No more scrolling through lists. Find contacts by name, company, or keywords in seconds.

  • Faster Follow-Ups – Quickly retrieve past interactions, notes, or meetings without opening multiple records.

  • Better Workflow Management – Locate the right contact on a call or meeting, ensuring smooth communication.

 

 

Use Case: Finding Important Meeting Notes

 

A sales rep remembers discussing pricing with a lead last week but forgets their name. Instead of searching manually, they type "pricing discussion" in Quick Search. BIGContacts instantly pulls up the contact’s history, saving time and ensuring seamless follow-up.
 

 

How to Use Quick Search in BIGContacts

 

Find Recently Viewed Contacts

 

Click inside the Quick Search bar, and your last 10 viewed contacts will appear automatically. Select a name to open the contact record instantly.

 

 

 

Search by Contact Name or Company

 

  • First Name or Last Name – Type either name and relevant contacts will appear.
  • Partial Name Search – Enter the first few letters of a first and last name to find matches.
  • Company Name – Start typing a company name, and matching contacts will display.
  • Name + Company – Enter both a name and company to refine results further.

 

 

Search Contact History by Keywords

 

If you remember details from a conversation but not the contact’s name, you can search using keywords from notes, emails, or activities.

  1. Click the Quick Search dropdown and select Search Contact History for Keywords.

  2. Type a keyword related to the conversation (e.g., "contract renewal").

  3. The system will display a list of contacts with matching keywords in their history.

  4. Click on the contact’s name to open their record and view relevant details.

 

 

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