Using Search in Spiro

Global Search

The Global Search is the Search that always appears in the top bar. It will search through specific fields in Contact, Company, Opportunity, and Interaction records:

Contacts: First Name, Last Name, Email, Description, Phone, Mobile, External Id (used for integrations)

Companies: Company Name, Domain, Address, Country, City, State, Zipcode, Phone, External Id (used for integrations)

Opportunities: Opportunity Name, Company Name, Description, External Id (used for integrations)

Interactions: Subject, Call Transcription, Description, Email, and Event Bodies

The Visibility for the search could be limited to the visibility rules set by your Spiro Admin. For example, Sales Reps with limited visibility will only see results from their accounts or where they are added under teams.

The Global Search results update every time a user enters a keystroke.

List Search

Contacts: First Name, Last Name, Company Name, Email, Phone, Mobile, External Id (used for integrations)

Companies: Company Name, Domain, Phone, External Id (used for integrations)

Opportunities: Opportunity Name, Company Name, External Id (used for integrations)

Activities: Subject, Owner, Call Transcription, Description (including email and event bodies)

A List Search gets triggered every time a user types hits the return

Mobile Search

Contacts: First Name, Last Name, Email, Description, Phone, Mobile, External Id (used for integrations)

Companies: Company Name, Domain, Country, City, State, Zipcode, Phone, External Id (used for integrations)

Opportunities: Opportunity Name, Company Name, Description, External Id (used for integrations)

Activities: Subject, Call Transcription, Description (excluding email body because of size)

Spiro's mobile app will also remember recent searches you've performed and display those results automatically. This is helpful for records you search for frequently. A recent search result is designated by a little rewind arrow.

Custom List Entity Search

For custom list entities, you can search within any text-type field.