G2 Crowd builds the world's largest business commerce platform fueled by $100M in funding šŸš€
G2 Crowd User in Computer Software

How do I search Salesforce by name for a Lead or Contact?

over 3 years ago

If Cirrus Insight doesn't automatically find a matching lead or contact in Salesforce when opening an email or by placing your cursor over the person's name in the email header, it will automatically perform a "Search by name" and return a list of possible matches below the Create Lead and Create Contact buttons. You can also search for someone by name or email address from the Search (magnifying glass) icon near the top-left side of the Cirrus Insight panel.