--- title: "How to use search?" meta: description: "Teamgate allows you to search your Leads quickly and easily. There are two option how you can find your Leads: search and filtering. 1. How does searching work?" "og:description": "Teamgate allows you to search your Leads quickly and easily. There are two option how you can find your Leads: search and filtering. 1. How does searching work? First of all, Teamgate offers two types…" "og:title": "How to use search?" "twitter:description": "Teamgate allows you to search your Leads quickly and easily. There are two option how you can find your Leads: search and filtering. 1. How does searching work? First of all, Teamgate offers two types…" "twitter:title": "How to use search?" --- # - **Features** - [Overview](https://www.teamgate.com/tour/) - [Tour](https://www.teamgate.com/tour/) - [CRM](https://www.teamgate.com/tour/crm-software/) - [Sales Velocity](https://www.teamgate.com/tour/sales-velocity/) - [Mobile Apps](https://www.teamgate.com/tour/mobile-apps/) - [Industries](https://www.teamgate.com/tour/industries/) - [Collect](https://www.teamgate.com/blog/smarter-leadcapture-with-your-sales-crm/) - [Lead Capturing](https://www.teamgate.com/lead-capturing/) - [SmartDialer](https://www.teamgate.com/smart-dialer/) - [Email Integration](https://www.teamgate.com/integrations/mail-clients-integration/) - [Convert](https://www.teamgate.com/lead-qualification/) - [Lead Management](https://www.teamgate.com/lead-management/) - [Lead Qualification](https://www.teamgate.com/lead-qualification/) - [Lead Prioritization](https://www.teamgate.com/solutions/lead-prioritization/) - [Time Management](https://www.teamgate.com/time-management/) - [Sales Pipeline Management](https://www.teamgate.com/solutions/sales-pipeline-management/) - [Sales Acceleration](https://www.teamgate.com/solutions/sales-acceleration/) - [Contact Management](https://www.teamgate.com/contact-management/) - [Product Catalogue](https://www.teamgate.com/solutions/product-catalog/) - [Insights](https://www.teamgate.com/solutions/analytics-and-reports/) - [Analytics & Reports](https://www.teamgate.com/solutions/analytics-and-reports/) - [Sales Dashboard](https://www.teamgate.com/solutions/dashboard/) - [Sales Activity](https://www.teamgate.com/solutions/sales-activity/) - [Pipeline Management](https://www.teamgate.com/solutions/insights-pipeline-management/) - [Sales Leaderboard](https://www.teamgate.com/solutions/sales-leaderboard/) - [KPIs & Sales Goals](https://www.teamgate.com/solutions/kpi-and-sales-goals/) - [**Blog**](https://www.teamgate.com/blog/) - **Resources** - [Help CenterEverything about to get you started and improve knowledge.](https://www.teamgate.com/support/) - [Case StudiesLearn best practices from our customers.](https://www.teamgate.com/case-studies/) - [Developer APIDocumentation, API, Examples, FAQ and more.](https://developers.teamgate.com/) - [Affiliate ProgramEarn cash commission on every referral!](https://teamgate.getrewardful.com/signup) - [**Pricing**](https://www.teamgate.com/pricing/) - [**Integrations**](https://www.teamgate.com/integrations/) - [**+1 725-254-2694**](tel:+17252542694) - [**Start Free Trial**](https://www.teamgate.com/trial/) - [**Login**](https://my.teamgate.com/index.php?r=my/guest/) - [Log in](https://my.teamgate.com/index.php?r=my/guest/) - [Sign up](https://www.teamgate.com/trial/) - [REQUEST A DEMO](https://www.teamgate.com/request-form/%20%222024-nav-demo%22) Designed for Growth: Scale your recurring revenue with the new Teamgate SaaS CRM. [Explore SaaS Features →](https://www.teamgate.com/saas) [Book a demo](https://www.teamgate.com/request-form/) today and save 50% off your first month, or 20% off your first year. Get a [free sales audit](https://calendly.com/tg-chase-horn/2025-sales-audit?month=2025-12) to uncover hidden revenue opportunities! - **Features** - [Overview](https://www.teamgate.com/tour/) - [Tour](https://www.teamgate.com/tour/) - [CRM](https://www.teamgate.com/tour/crm-software/) - [Sales Velocity](https://www.teamgate.com/tour/sales-velocity/) - [Mobile Apps](https://www.teamgate.com/tour/mobile-apps/) - [Industries](https://www.teamgate.com/tour/industries/) - [Collect](https://www.teamgate.com/blog/smarter-leadcapture-with-your-sales-crm/) - [Lead Capturing](https://www.teamgate.com/lead-capturing/) - [SmartDialer](https://www.teamgate.com/smart-dialer/) - [Email Integration](https://www.teamgate.com/integrations/mail-clients-integration/) - [Convert](https://www.teamgate.com/lead-qualification/) - [Lead Management](https://www.teamgate.com/lead-management/) - [Lead Qualification](https://www.teamgate.com/lead-qualification/) - [Lead Prioritization](https://www.teamgate.com/solutions/lead-prioritization/) - [Time Management](https://www.teamgate.com/time-management/) - [Sales Pipeline Management](https://www.teamgate.com/solutions/sales-pipeline-management/) - [Sales Acceleration](https://www.teamgate.com/solutions/sales-acceleration/) - [Contact Management](https://www.teamgate.com/contact-management/) - [Product Catalogue](https://www.teamgate.com/solutions/product-catalog/) - [Insights](https://www.teamgate.com/solutions/analytics-and-reports/) - [Analytics & Reports](https://www.teamgate.com/solutions/analytics-and-reports/) - [Sales Dashboard](https://www.teamgate.com/solutions/dashboard/) - [Sales Activity](https://www.teamgate.com/solutions/sales-activity/) - [Pipeline Management](https://www.teamgate.com/solutions/insights-pipeline-management/) - [Sales Leaderboard](https://www.teamgate.com/solutions/sales-leaderboard/) - [KPIs & Sales Goals](https://www.teamgate.com/solutions/kpi-and-sales-goals/) - [**Blog**](https://www.teamgate.com/blog/) - **Resources** - [Help CenterEverything about to get you started and improve knowledge.](https://www.teamgate.com/support/) - [Case StudiesLearn best practices from our customers.](https://www.teamgate.com/case-studies/) - [Developer APIDocumentation, API, Examples, FAQ and more.](https://developers.teamgate.com/) - [Affiliate ProgramEarn cash commission on every referral!](https://teamgate.getrewardful.com/signup) - [**Pricing**](https://www.teamgate.com/pricing/) - [**Integrations**](https://www.teamgate.com/integrations/) - [**+1 725-254-2694**](tel:+17252542694) - [**Start Free Trial**](https://www.teamgate.com/trial/) - [**Login**](https://my.teamgate.com/index.php?r=my/guest/) - [Log in](https://my.teamgate.com/index.php?r=my/guest/) - [Sign up](https://www.teamgate.com/trial/) - [REQUEST A DEMO](https://www.teamgate.com/request-form/%20%222024-nav-demo%22) Designed for Growth: Scale your recurring revenue with the new Teamgate SaaS CRM. [Explore SaaS Features →](https://www.teamgate.com/saas) [Book a demo](https://www.teamgate.com/request-form/) today and save 50% off your first month, or 20% off your first year. Get a [free sales audit](https://calendly.com/tg-chase-horn/2025-sales-audit?month=2025-12) to uncover hidden revenue opportunities! # - # Teamgate CRM Help & Support Hub Everything you need to know to sell more with Teamgate ## Getting Started - [Teamgate – for picky sellers](https://www.teamgate.com/support/1859897-teamgate-for-picky-sellers/) - [Introduction: Teamgate terminology guide](https://www.teamgate.com/support/introduction-teamgate-terminology-guide/) - [Effective sales process management](https://www.teamgate.com/support/effective-sales-process-management-2/) - [Removing CRM demo data](https://www.teamgate.com/support/remove-demo-data/) - [Navigation: My profile, Settings, Logging ln](https://www.teamgate.com/support/1859907-navigation-my-profile-settings-logging-ln/) - [The structure of Teamgate CRM and workflow](https://www.teamgate.com/support/8270127-the-structure-of-teamgate-crm-and-workflow/) - [Leads: Create, Manage and Convert Your Leads](https://www.teamgate.com/support/8270128-leads-create-manage-and-convert-your-leads/) - [Deals: Manage Your Deals and Your Sales Pipeline](https://www.teamgate.com/support/8270129-deals-manage-your-deals-and-your-sales-pipeline/) - [Organizer: Plan Activities, Log Calls, Schedule Meetings](https://www.teamgate.com/support/8270130-organizer-plan-activities-log-calls-schedule-meetings/) - [Contacts: Manage, Segment, Filter Your Contacts and Track Your Communication History](https://www.teamgate.com/support/8270133-contacts-manage-segment-filter-your-contacts-and-track-your-communication-history/) - [Insights: Analytics and Reports, Sales Forecasting, Performance Analysis](https://www.teamgate.com/support/8270137-insights-analytics-and-reports-sales-forecasting-performance-analysis/) - [How to see all of my contacts in map?](https://www.teamgate.com/support/8270138-how-to-see-all-of-my-contacts-in-map/) ## User Management - [How to change my password?](https://www.teamgate.com/support/8270293-how-to-change-my-password/) - [How to manage teams?](https://www.teamgate.com/support/8270292-how-to-manage-teams/) - [How to set and change my user details?](https://www.teamgate.com/support/8270284-how-to-set-and-change-my-user-details/) - [User card](https://www.teamgate.com/support/8270280-user-card/) - [How to upload/change my user profile photo?](https://www.teamgate.com/support/8270277-how-to-upload-change-my-user-profile-photo/) - [What is Primary section and how to change it?](https://www.teamgate.com/support/8270276-what-is-primary-section-and-how-to-change-it/) - [How to change my time zone?](https://www.teamgate.com/support/8270275-how-to-change-my-time-zone/) - [How to change my system language?](https://www.teamgate.com/support/8270274-how-to-change-my-system-language/) - [How to activate inactive user?](https://www.teamgate.com/support/8270273-how-to-activate-inactive-user/) - [How to set roles and permissions for users in Teamgate?](https://www.teamgate.com/support/8270271-how-to-set-roles-and-permissions-for-users-in-teamgate/) - [How to add users to my Teamgate account?](https://www.teamgate.com/support/8270272-how-to-add-users-to-my-teamgate-account/) - [How to deactivate the user and reassign active tasks and records to another user?](https://www.teamgate.com/support/8270270-how-to-deactivate-the-user-and-reassign-active-tasks-and-records-to-another-user/) - [How to export the users list?](https://www.teamgate.com/support/8270268-how-to-export-the-users-list/) - [User access and data visibility settings](https://www.teamgate.com/support/1878899-user-access-and-data-visibility-settings/) - [Change the owner of contacts and active tasks](https://www.teamgate.com/support/8270267-change-the-owner-of-contacts-and-active-tasks/) - [Forgot my password. How to reset the Teamgate password?](https://www.teamgate.com/support/8270266-forgot-my-password-how-to-reset-the-teamgate-password/) - [Manage automatic notifications](https://www.teamgate.com/support/2760294-manage-automatic-notifications/) - [Audit logs](https://www.teamgate.com/support/3392433-audit-logs/) - [Reset password for other Teamgate user](https://www.teamgate.com/support/8270263-reset-password-for-other-teamgate-user/) ## Import and Export - [How Do I Export Leads from Microsoft Outlook to Teamgate?](https://www.teamgate.com/support/8270430-how-do-i-export-leads-from-microsoft-outlook-to-teamgate/) - [How do I Export Leads from Mac Contacts to Teamgate?](https://www.teamgate.com/support/8270429-how-do-i-export-leads-from-mac-contacts-to-teamgate/) - [How to export contacts from Google contacts?](https://www.teamgate.com/support/8270435-how-to-export-contacts-from-google-contacts/) - [How to Export & Import contacts from iCloud account?](https://www.teamgate.com/support/8270434-how-to-export-import-contacts-from-icloud-account/) - [How to export leads, people and companies list from Teamgate?](https://www.teamgate.com/support/8270426-how-to-export-leads-people-and-companies-list-from-teamgate/) - [How to import contacts from LinkedIn profile?](https://www.teamgate.com/support/8270428-how-to-import-contacts-from-linkedin-profile/) - [How to Export Your Data from Teamgate and Open a CSV File in Your MS Excel Program?](https://www.teamgate.com/support/8270427-how-to-export-your-data-from-teamgate-and-open-a-csv-file-in-your-ms-excel-program/) - [How to open exported CSV file using MS Excel?](https://www.teamgate.com/support/1860080-how-to-open-exported-csv-file-using-ms-excel/) - [How to import customer list from QuickBooks to Teamgate?](https://www.teamgate.com/support/8270419-how-to-import-customer-list-from-quickbooks-to-teamgate/) - [How to import customer list from Xero to Teamgate?](https://www.teamgate.com/support/8270418-how-to-import-customer-list-from-xero-to-teamgate/) - [How to export tasks, meetings and custom activities from Teamgate?](https://www.teamgate.com/support/8270417-how-to-export-tasks-meetings-and-custom-activities-from-teamgate/) - [Update Companies, Leads and People information in bulk with import](https://www.teamgate.com/support/8270416-update-companies-leads-and-people-information-in-bulk-with-import/) - [How to import Leads from Google Contacts?](https://www.teamgate.com/support/8270425-how-to-import-leads-from-google-contacts/) - [How to import Leads to Teamgate?](https://www.teamgate.com/support/8270422-how-to-import-leads-to-teamgate/) - [How to import People and Companies list to Teamgate?](https://www.teamgate.com/support/8270421-how-to-import-people-and-companies-list-to-teamgate/) - [How to prepare a file for import?](https://www.teamgate.com/support/8270420-how-to-prepare-a-file-for-import/) ## Dashboard - [Dashboard- Sales velocity](https://www.teamgate.com/support/1859968-dashboard-sales-velocity/) - [Dashboard overview](https://www.teamgate.com/support/1859969-dashboard-overview/) ## Leads - [What is “What’s up?”](https://www.teamgate.com/support/8270181-what-is-what-s-up/) - [How to use search?](https://www.teamgate.com/support/8270180-how-to-use-search/) - [How can I delete a Lead?](https://www.teamgate.com/support/8270179-how-can-i-delete-a-lead/) - [How can I change owner of a Lead?](https://www.teamgate.com/support/8270178-how-can-i-change-owner-of-a-lead/) - [How to edit flags in Leads?](https://www.teamgate.com/support/8270176-how-to-edit-flags-in-leads/) - [How to send a SMS to Leads?](https://www.teamgate.com/support/8270175-how-to-send-a-sms-to-leads/) - [How can I find all my Leads?](https://www.teamgate.com/support/8270169-how-can-i-find-all-my-leads/) - [How can I tag a Lead?](https://www.teamgate.com/support/8270171-how-can-i-tag-a-lead/) - [How to create a new Lead?](https://www.teamgate.com/support/8270167-how-to-create-a-new-lead/) - [How to plan new activity from Leads?](https://www.teamgate.com/support/8270170-how-to-plan-new-activity-from-leads/) - [What is Lead source?](https://www.teamgate.com/support/8270166-what-is-lead-source/) - [How to merge duplicates?](https://www.teamgate.com/support/8270163-how-to-merge-duplicates/) - [How to send a newsletter to my Leads?](https://www.teamgate.com/support/8270160-how-to-send-a-newsletter-to-my-leads/) - [How to use Smart menu in Leads?](https://www.teamgate.com/support/8270159-how-to-use-smart-menu-in-leads/) - [How to copy email or phone number to clipboard in Leads?](https://www.teamgate.com/support/8270158-how-to-copy-email-or-phone-number-to-clipboard-in-leads/) - [What are custom fields and how to manage them in Leads?](https://www.teamgate.com/support/8270157-what-are-custom-fields-and-how-to-manage-them-in-leads/) - [How to make my Leads starred?](https://www.teamgate.com/support/8270155-how-to-make-my-leads-starred/) - [What is Lead’s card?](https://www.teamgate.com/support/8270153-what-is-lead-s-card/) - [How to edit Leads?](https://www.teamgate.com/support/8270152-how-to-edit-leads/) - [Leads – Unqualified Reasons report](https://www.teamgate.com/support/8270341-leads-unqualified-reasons-report/) - [How to use bulk actions in Leads?](https://www.teamgate.com/support/8270149-how-to-use-bulk-actions-in-leads/) - [How to convert a lead to a contact?](https://www.teamgate.com/support/8270148-how-to-convert-a-lead-to-a-contact/) - [How can I convert a Lead?](https://www.teamgate.com/support/8270154-how-can-i-convert-a-lead/) - [What is a Lead status in Teamgate?](https://www.teamgate.com/support/8270150-what-is-a-lead-status-in-teamgate/) - [What is Lead Scoring?](https://www.teamgate.com/support/8270147-what-is-lead-scoring/) - [How to enable a grid view in Leads, People, Companies list?](https://www.teamgate.com/support/1859938-how-to-enable-a-grid-view-in-leads-people-companies-list/) - [How to sort Leads list and manage pages?](https://www.teamgate.com/support/8270144-how-to-sort-leads-list-and-manage-pages/) - [How to enable/disable or arrange columns in the list of Leads, People, Companies or Deals?](https://www.teamgate.com/support/8270143-how-to-enable-disable-or-arrange-columns-in-the-list-of-leads-people-companies-or-deals/) - [How can I use Leads in Teamgate?](https://www.teamgate.com/support/8270146-how-can-i-use-leads-in-teamgate/) ## Deals / Sales Process - [What are deal loss reasons?](https://www.teamgate.com/support/8270211-what-are-deal-loss-reasons/) - [How to export your sales pipeline / deals?](https://www.teamgate.com/support/8270210-how-to-export-your-sales-pipeline-deals/) - [How can I delete a Deal?](https://www.teamgate.com/support/8270202-how-can-i-delete-a-deal/) - [How can I change owner of a Deal?](https://www.teamgate.com/support/8270203-how-can-i-change-owner-of-a-deal/) - [Collapse / Expand Sales Pipeline Stages](https://www.teamgate.com/support/8270199-collapse-expand-sales-pipeline-stages/) - [How to change stage title?](https://www.teamgate.com/support/8270196-how-to-change-stage-title/) - [How to move Deal through stages?](https://www.teamgate.com/support/8270194-how-to-move-deal-through-stages/) - [How can I add a new Deal?](https://www.teamgate.com/support/8270201-how-can-i-add-a-new-deal/) - [Can I create a multi pipeline?](https://www.teamgate.com/support/8270197-can-i-create-a-multi-pipeline/) - [How to create the Sales Pipeline?](https://www.teamgate.com/support/8270191-how-to-create-the-sales-pipeline/) - [How to duplicate a deal?](https://www.teamgate.com/support/8270190-how-to-duplicate-a-deal/) - [How to assure there is always upcoming activities planned? Task management.](https://www.teamgate.com/support/8270189-how-to-assure-that-deals-always-have-the-upcoming-activities-planned-task-management-in-the-deals-section/) - [How to automatically set the value of the products assigned to the deals as the deal price?](https://www.teamgate.com/support/8270187-how-to-automatically-set-the-value-of-the-products-assigned-to-the-deals-as-the-deal-price/) - [Sales Pipeline Forecast](https://www.teamgate.com/support/3026024-sales-pipeline-forecast/) - [How to transfer tags and custom field information from the buyer card to a deal card when creating new deals manually?](https://www.teamgate.com/support/8270185-how-to-transfer-tags-and-custom-field-information-from-the-buyer-card-to-a-deal-card-when-creating-new-deals-manually/) - [Show sum of your deals in given pipeline stage](https://www.teamgate.com/support/8270184-show-sum-of-your-deals-in-given-pipeline-stage/) - [How can I see my lost or won deals?](https://www.teamgate.com/support/1860046-how-can-i-see-my-lost-or-won-deals/) - [How do Deals drag and drop work in Teamgate?](https://www.teamgate.com/support/8270193-how-do-deals-drag-and-drop-work-in-teamgate/) ## Companies & People - [How can I delete the people?](https://www.teamgate.com/support/1860210-delete-the-people/) - [How to see “My contacts”? and “My team’s contacts”?](https://www.teamgate.com/support/8270522-how-to-see-my-contacts-and-my-team-s-contacts-3/) - [How can I delete a company?](https://www.teamgate.com/support/8270519-how-can-i-delete-a-company-3/) - [How to add a new company?](https://www.teamgate.com/support/8270525-how-to-add-a-new-company-3/) - [How can I change owner of a Company?](https://www.teamgate.com/support/8270524-how-can-i-change-owner-of-a-company-3/) - [Dealing with Duplicates](https://www.teamgate.com/support/8270520-dealing-with-duplicates-3/) - [How can I change owner of a contact?](https://www.teamgate.com/support/8270517-how-can-i-change-owner-of-a-contact-3/) - [What are People / Company statuses in Teamgate?](https://www.teamgate.com/support/8270515-what-are-people-company-statuses-in-teamgate-3/) - [How to arrange information blocks in customers’ profile?](https://www.teamgate.com/support/8270513-how-to-arrange-information-blocks-in-customers-profile-3/) - [How to sort Companies and People list and manage pages?](https://www.teamgate.com/support/8270512-how-to-sort-companies-and-people-list-and-manage-pages-3/) - [Companies and People association tree](https://www.teamgate.com/support/2495586-companies-and-people-association-tree/) ## Organizer - [How to make the meeting Private?](https://www.teamgate.com/support/8270251-how-to-make-the-meeting-private/) - [Create events straight from calendar](https://www.teamgate.com/support/8270250-create-events-straight-from-calendar/) - [Schedule a meeting lasting several days](https://www.teamgate.com/support/8270249-schedule-a-meeting-lasting-several-days/) - [Review planned work of your colleagues](https://www.teamgate.com/support/1860248-review-planned-work-of-your-colleagues/) - [What are shared objects? (cont)](https://www.teamgate.com/support/8270244-what-are-shared-objects/) - [What are shared objects?](https://www.teamgate.com/support/what-are-shared-objects/) - [How to delete the activity from the Organizer?](https://www.teamgate.com/support/8270243-how-to-delete-the-activity-from-the-organizer/) - [How to synchronize your Android calendar with Teamgate?](https://www.teamgate.com/support/8270241-how-to-synchronize-your-android-calendar-with-teamgate/) - [Why can’t I edit all events?](https://www.teamgate.com/support/8270240-why-can-t-i-edit-all-events/) - [How to see list view in the calendar?](https://www.teamgate.com/support/8270247-how-to-see-list-view-in-the-calendar/) - [How to create custom activity types?](https://www.teamgate.com/support/8270246-how-to-create-custom-activity-types/) - [How to change calendar colors?](https://www.teamgate.com/support/8270238-how-to-change-calendar-colors/) - [How to change date format in the Calendar?](https://www.teamgate.com/support/8270242-how-to-change-date-format-in-the-calendar/) - [Outlook and Thunderbird calendar synchronization using CalDAV protocol](https://www.teamgate.com/support/outlook-and-thunderbird-calendar-synchronization-using-caldav-protocol/) - [How to synchronize Teamgate calendar with iPhone/iPad?](https://www.teamgate.com/support/8270239-how-to-synchronize-teamgate-calendar-with-iphone-ipad/) - [How to set up Teamgate CalDAV on iPhone/iPad](https://www.teamgate.com/support/8270235-how-to-set-up-teamgate-caldav-on-iphone-ipad/) - [How do I sync Teamgate calendar with Mac calendar using CalDAV?](https://www.teamgate.com/support/8270234-how-do-i-sync-teamgate-calendar-with-mac-calendar-using-caldav/) - [How to sync Outlook calendar using CalDAV protocol?](https://www.teamgate.com/support/8270233-how-to-sync-outlook-calendar-using-caldav-protocol/) - [How to sync Teamgate calendar with Google calendar?](https://www.teamgate.com/support/8270232-how-to-sync-teamgate-calendar-with-google-calendar/) - [How to synchronize Office365 and Outlook.com Calendar with Teamgate?](https://www.teamgate.com/support/8270229-how-to-synchronize-office365-and-outlook-com-calendar-with-teamgate/) - [Where can I see scheduled meetings, calls reminders?](https://www.teamgate.com/support/8270228-where-can-i-see-scheduled-meetings-calls-reminders/) - [To-do list](https://www.teamgate.com/support/8270231-to-do-list/) - [Agenda](https://www.teamgate.com/support/8270230-agenda/) - [Calendar overview](https://www.teamgate.com/support/8270227-calendar-overview/) - [How to schedule the meeting in Teamgate?](https://www.teamgate.com/support/8270226-how-to-schedule-the-meeting-in-teamgate/) - [How to create tasks and activities in Teamgate?](https://www.teamgate.com/support/8270225-how-to-create-tasks-and-activities-in-teamgate/) ## Insights - [Sales Results: Commission Tracker Report](https://www.teamgate.com/support/sales-results-commission-tracker-report/) - [Sales results: Pofitability](https://www.teamgate.com/support/8270363-sales-results-pofitability/) - [Sales Results: Customer Loss Reasons report](https://www.teamgate.com/support/1860028-sales-results-customer-loss-reasons-report/) - [Sales Results: Won/Lost (cont)](https://www.teamgate.com/support/8270365-sales-results-won-lost/) - [Sales Results: Won/Lost](https://www.teamgate.com/support/1860023-sales-results-won-lost/) - [Sales Results: TOP Customers](https://www.teamgate.com/support/8270361-sales-results-top-customers/) - [Sales Results: Sales Trajectory](https://www.teamgate.com/support/1860395-sales-results-sales-trajectory/) - [Sales Results: Won Deals](https://www.teamgate.com/support/1860048-sales-results-won-deals/) - [Marketing: Deals by Country](https://www.teamgate.com/support/1860010-marketing-deals-by-country/) - [Marketing: Deals by Industry](https://www.teamgate.com/support/1860012-marketing-deals-by-industry/) - [Marketing: Deals by Source](https://www.teamgate.com/support/1860539-marketing-deals-by-source/) - [Marketing: Leads by Country (cont)](https://www.teamgate.com/support/8270356-marketing-leads-by-country/) - [Marketing: Leads by Country](https://www.teamgate.com/support/1860075-marketing-leads-by-country/) - [Marketing: Leads by Industry](https://www.teamgate.com/support/1860344-marketing-leads-by-industry/) - [Marketing: Leads by Source](https://www.teamgate.com/support/1860429-marketing-leads-by-source/) - [Marketing](https://www.teamgate.com/support/1860113-marketing/) - [Sales Pipeline: Movement (cont)](https://www.teamgate.com/support/8270350-sales-pipeline-movement/) - [Sales Pipeline: Movement](https://www.teamgate.com/support/1860067-sales-pipeline-movement/) - [Sales Pipeline: Sales Cycle (cont)](https://www.teamgate.com/support/8270354-sales-pipeline-sales-cycle/) - [Sales Pipeline: Sales Cycle](https://www.teamgate.com/support/1860193-sales-pipeline-sales-cycle/) - [Sales Pipeline: Stage Changes](https://www.teamgate.com/support/8270353-sales-pipeline-stage-changes/) - [Sales Pipeline: Sales Funnel](https://www.teamgate.com/support/8270349-sales-pipeline-sales-funnel/) - [Insights: Sales Forecast](https://www.teamgate.com/support/8270347-insights-sales-forecast/) - [Sales Pipeline: Pipeline history (cont)](https://www.teamgate.com/support/8270346-sales-pipeline-pipeline-history/) - [Sales Pipeline: Pipeline history](https://www.teamgate.com/support/1860260-sales-pipeline-pipeline-history/) - [Sales Pipeline: Pipeline today](https://www.teamgate.com/support/1860194-sales-pipeline-pipeline-today/) - [Sales Pipeline: Pipeline today (cont)](https://www.teamgate.com/support/8270345-sales-pipeline-pipeline-today/) - [Leads – Unqualified Reasons report](https://www.teamgate.com/support/8270341-leads-unqualified-reasons-report/) - [Leads: Leads Trajectory](https://www.teamgate.com/support/8270340-leads-leads-trajectory/) - [Activity: Activity Ratios (cont)](https://www.teamgate.com/support/8270348-activity-activity-ratios/) - [Activity: Activity Ratios](https://www.teamgate.com/support/1860071-activity-activity-ratios/) - [Insights: Activity Goals](https://www.teamgate.com/support/insights-activity-goals/) - [Activity: Activity Goals](https://www.teamgate.com/support/1860055-activity-activity-goals/) - [How to set goals?](https://www.teamgate.com/support/8270333-how-to-set-goals/) ## Settings - [How Can I Use/Scan QR Codes?](https://www.teamgate.com/support/8270414-how-can-i-use-scan-qr-codes/) - [Filter “Not contacted within”](https://www.teamgate.com/support/1859974-filter-not-contacted-within/) - [Maps. How to see all my deals in the map?](https://www.teamgate.com/support/8270411-maps-how-to-see-all-my-deals-in-the-map/) - [Teamgate is disconnecting me. How to keep logged in for 30 days?](https://www.teamgate.com/support/8270410-teamgate-is-disconnecting-me-how-to-keep-logged-in-for-30-days/) - [How to register an error?](https://www.teamgate.com/support/8270409-how-to-register-an-error/) - [How to create customer loss reasons?](https://www.teamgate.com/support/8270408-how-to-create-customer-loss-reasons/) - [How to use filter?](https://www.teamgate.com/support/8270398-how-to-use-filter/) - [Trial account cancellation](https://www.teamgate.com/support/8270390-trial-account-cancellation/) - [Global search](https://www.teamgate.com/support/8270389-global-search/) - [What is locale and how to change it?](https://www.teamgate.com/support/8270393-what-is-locale-and-how-to-change-it/) - [Change your system language](https://www.teamgate.com/support/1860094-change-your-system-language/) - [How to create my own filter combination?](https://www.teamgate.com/support/8270391-how-to-create-my-own-filter-combination/) - [How to create and edit custom fields?](https://www.teamgate.com/support/8270385-how-to-create-and-edit-custom-fields/) - [How to use and manage tags?](https://www.teamgate.com/support/8270386-how-to-use-and-manage-tags/) - [How to create a tag?](https://www.teamgate.com/support/8270384-how-to-create-a-tag/) - [Morning Muffin](https://www.teamgate.com/support/1860057-morning-muffin/) - [Custom fields mapping. Transfer custom fields information from leads to companies, people and deals](https://www.teamgate.com/support/8270381-custom-fields-mapping-transfer-custom-fields-information-from-leads-to-companies-people-and-deals/) - [Mandatory fields. How to make fields mandatory to fill when creating new contacts?](https://www.teamgate.com/support/8270380-mandatory-fields-how-to-make-fields-mandatory-to-fill-when-creating-new-contacts/) ## Billing - [How do I cancel my subscription?](https://www.teamgate.com/support/8270484-how-do-i-cancel-my-subscription/) - [Where can I find an invoice?](https://www.teamgate.com/support/8270479-where-can-i-find-an-invoice/) - [How to change subscription plan?](https://www.teamgate.com/support/8270478-how-to-change-subscription-plan/) - [How to subscribe to Teamgate?](https://www.teamgate.com/support/8270477-how-to-subscribe-to-teamgate/) - [Add or Update Your Payment Method](https://www.teamgate.com/support/8270476-add-or-update-your-payment-method/) - [Plans and pricing](https://www.teamgate.com/support/8270475-plans-and-pricing/) - [Add or Reduce Users](https://www.teamgate.com/support/8270473-add-or-reduce-users/) - [Payment Methods](https://www.teamgate.com/support/8270472-payment-methods/) ## Files - [How do I search for files?](https://www.teamgate.com/support/8270328-how-do-i-search-for-files/) - [How the files filtering works?](https://www.teamgate.com/support/8270325-how-the-files-filtering-works/) - [Where can I find files, related to my clients?](https://www.teamgate.com/support/8270324-where-can-i-find-files-related-to-my-clients/) - [How can I view and download files?](https://www.teamgate.com/support/8270323-how-can-i-view-and-download-files/) - [How to upload files to notes, tasks and appointments?](https://www.teamgate.com/support/8270322-how-to-upload-files-to-notes-tasks-and-appointments/) - [How to upload my files to Teamgate?](https://www.teamgate.com/support/8270321-how-to-upload-my-files-to-teamgate/) - [How to upload file to a deal?](https://www.teamgate.com/support/8270320-how-to-upload-file-to-a-deal/) ## Integrations - [Where can I find my API authentication key (AUTH\_TOKEN)?](https://www.teamgate.com/support/8270471-where-can-i-find-my-api-authentication-key-auth_token/) - [Where can I find the list of possible integrations?](https://www.teamgate.com/support/8270470-where-can-i-find-the-list-of-possible-integrations/) - [Mailchimp and Teamgate integration](https://www.teamgate.com/support/8270467-mailchimp-and-teamgate-integration/) - [How to sync files with Google Drive?](https://www.teamgate.com/support/8270466-how-to-sync-files-with-google-drive/) - [Zapier: Add new leads with Facebook Lead Ads](https://www.teamgate.com/support/2523050-zapier-add-new-leads-with-facebook-lead-ads/) - [Nexmo. Send SMS to your customers and receive SMS reminders](https://www.teamgate.com/support/8270465-nexmo-send-sms-to-your-customers-and-receive-sms-reminders/) - [How to use WordPress web form?](https://www.teamgate.com/support/8270464-how-to-use-wordpress-web-form/) - [Twilio and Teamgate integration. How to set-up?](https://www.teamgate.com/support/8270461-twilio-and-teamgate-integration-how-to-set-up/) - [Track your contacts and deals geolocation in the map!](https://www.teamgate.com/support/1859980-track-your-contacts-and-deals-geolocation-in-the-map/) - [Google Calendar. Sync your meetings!](https://www.teamgate.com/support/1860175-google-calendar-sync-your-meetings/) - [Freshdesk integration](https://www.teamgate.com/support/8270457-freshdesk-integration/) - [Zapier: Teamgate-Slack integration](https://www.teamgate.com/support/8270463-zapier-teamgate-slack-integration/) - [How to sync contacts between Google Contacts and Teamgate using Piesync?](https://www.teamgate.com/support/8270462-how-to-sync-contacts-between-google-contacts-and-teamgate-using-piesync/) - [Zapier. What It Is, And What Can You Do With It?](https://www.teamgate.com/support/8270454-zapier-what-it-is-and-what-can-you-do-with-it/) - [SurveyMonkey integration](https://www.teamgate.com/support/8270451-surveymonkey-integration/) - [How to create an invoice in Xero after winning the deal?](https://www.teamgate.com/support/8270449-how-to-create-an-invoice-in-xero-after-winning-the-deal/) - [How to use Xero and Teamgate integration?](https://www.teamgate.com/support/8270448-how-to-use-xero-and-teamgate-integration/) - [How to connect Xero to Teamgate?](https://www.teamgate.com/support/8270447-how-to-connect-xero-to-teamgate/) - [How to use QuickBooks and Teamgate integration? ](https://www.teamgate.com/support/8270445-how-to-use-quickbooks-and-teamgate-integration/) - [How to connect QuickBooks Online to Teamgate?](https://www.teamgate.com/support/8270444-how-to-connect-quickbooks-online-to-teamgate/) - [How to use Twilio integration?](https://www.teamgate.com/support/8270442-how-to-use-twilio-integration/) - [How to use Intercom and Teamgate integration?](https://www.teamgate.com/support/8270441-how-to-use-intercom-and-teamgate-integration/) - [How to connect Intercom with Teamgate?](https://www.teamgate.com/support/8270440-how-to-connect-intercom-with-teamgate/) - [Hubspot integration](https://www.teamgate.com/support/8270455-hubspot-integration/) - [Zendesk and Teamgate integration](https://www.teamgate.com/support/8270452-zendesk-and-teamgate-integration/) - [My profile: Integrations and Login settings](https://www.teamgate.com/support/1860014-my-profile-integrations-and-login-settings/) ## Email - [What is an Additional email address?](https://www.teamgate.com/support/8270318-what-is-an-additional-email-address/) - [How to create a password to connect email while using 2-step verification in Gmail?](https://www.teamgate.com/support/8270310-how-to-create-a-password-to-connect-email-while-using-2-step-verification-in-gmail/) - [How to create email templates in Teamgate?](https://www.teamgate.com/support/8270306-how-to-create-email-templates-in-teamgate/) - [How to attach an email copy to the Lead card?](https://www.teamgate.com/support/8270308-how-to-attach-an-email-copy-to-the-lead-card/) - [How to automatically attach incoming email copies to Teamgate using Office 365?](https://www.teamgate.com/support/8270300-how-to-automatically-attach-incoming-email-copies-to-teamgate-using-office-365/) - [Change the default logic of how email copies attach to Deals cards](https://www.teamgate.com/support/2440597-change-the-default-logic-of-how-email-copies-attach-to-deals-cards/) - [Email Signature](https://www.teamgate.com/support/8270298-email-signature/) - [How to use Sales Inbox in Teamgate?](https://www.teamgate.com/support/8270297-how-to-use-sales-inbox-in-teamgate/) - [How to enable Sales Inbox for lower than admin user role?](https://www.teamgate.com/support/8270296-how-to-enable-sales-inbox-for-lower-than-admin-user-role/) - [How to setup Email Sync for Gmail users?](https://www.teamgate.com/support/8270295-how-to-setup-email-sync-for-gmail-users/) - [How to setup Email Sync? (Not for Gmail users)](https://www.teamgate.com/support/8270294-how-to-setup-email-sync-not-for-gmail-users/) - [How to automatically attach incoming email copies to Teamgate using Outlook email program? Email forwarding](https://www.teamgate.com/support/8270304-how-to-automatically-attach-incoming-email-copies-to-teamgate-using-outlook-email-program-email-forwarding/) - [How to automatically attach outgoing email copies using Outlook email program? Automatic CC rule.](https://www.teamgate.com/support/8270303-how-to-automatically-attach-outgoing-email-copies-using-outlook-email-program-automatic-cc-rule/) - [How to automatically attach emails to Teamgate using Gmail? (Smart Bcc/ forwarding)](https://www.teamgate.com/support/8270302-how-to-automatically-attach-emails-to-teamgate-using-gmail-smart-bcc-forwarding/) - [How to automatically attach email copies to Teamgate?](https://www.teamgate.com/support/8270301-how-to-automatically-attach-email-copies-to-teamgate/) ## Security - [Teamgate | Terms of service](https://www.teamgate.com/support/1860568-teamgate-terms-of-service/) - [Teamgate | Privacy policy](https://www.teamgate.com/support/1860566-teamgate-privacy-policy/) - [How about security?](https://www.teamgate.com/support/8270508-how-about-security-3/) ## Mobile App - [How to install Teamgate mobile app for Android?](https://www.teamgate.com/support/8270506-how-to-install-teamgate-mobile-app-for-android/) - [How to install Teamgate mobile app for iPhone?](https://www.teamgate.com/support/how-to-install-teamgate-mobile-app-for-iphone/) ## Release Notes - [Relase notes 2018-03-27](https://www.teamgate.com/support/relase-notes-2018-03-27/) - [Release notes 2018-03-06](https://www.teamgate.com/support/8270093-release-notes-2018-03-06/) - [Release notes 2018-01-11](https://www.teamgate.com/support/8270096-release-notes-2018-01-11/) - [Release notes 2017-04-18](https://www.teamgate.com/support/8270098-release-notes-2017-04-18/) - [Release notes 2017-02-27](https://www.teamgate.com/support/8270100-release-notes-2017-02-27/) - [Release notes 2017-02-01](https://www.teamgate.com/support/8270102-release-notes-2017-02-01/) - [Release notes 2017-01-17](https://www.teamgate.com/support/8270104-release-notes-2017-01-17/) - [Release Notes thru 2015-07-20](https://www.teamgate.com/support/release-notes-thru-2015-07-20/) - [Release notes 2017-01-24](https://www.teamgate.com/support/8270103-release-notes-2017-01-24/) - [Release notes 2017-02-17](https://www.teamgate.com/support/8270101-release-notes-2017-02-17/) - [Release notes 2017-03-14](https://www.teamgate.com/support/8270099-release-notes-2017-03-14/) - [Release notes 2017-05-24](https://www.teamgate.com/support/8270097-release-notes-2017-05-24/) - [Release notes 2018-04-05](https://www.teamgate.com/support/8270091-release-notes-2018-04-05/) - [Release notes 2018-05-03](https://www.teamgate.com/support/8270090-release-notes-2018-05-03/) - [Release notes: 2018-06-26](https://www.teamgate.com/support/8270089-release-notes-2018-06-26/) - [Release notes: 2018-09-07](https://www.teamgate.com/support/8270088-release-notes-2018-09-07/) - [Release notes 2018-10-09](https://www.teamgate.com/support/8270084-release-notes-2018-10-09/) - [Release notes 2018-11-22](https://www.teamgate.com/support/8270082-release-notes-2018-11-22/) - [Release notes 2018-10-26](https://www.teamgate.com/support/8270083-release-notes-2018-10-26/) - [Release notes 2018-09-27](https://www.teamgate.com/support/8270086-release-notes-2018-09-27/) - [Release notes 2019-01-10](https://www.teamgate.com/support/8270081-release-notes-2019-01-10/) - [Release notes 2020-01-21](https://www.teamgate.com/support/8270073-release-notes-2020-01-21/) - [Release notes 2019-12-03](https://www.teamgate.com/support/8270070-release-notes-2019-12-03/) - [Release notes 2019-12-17](https://www.teamgate.com/support/8270069-release-notes-2019-12-17/) - [Release notes 2020-03-27](https://www.teamgate.com/support/8270067-release-notes-2020-03-27/) - [Release notes 2020-02-11](https://www.teamgate.com/support/8270068-release-notes-2020-02-11/) - [Release notes 2020-05-07](https://www.teamgate.com/support/8270065-release-notes-2020-05-07/) - [Release notes 2020-08-27](https://www.teamgate.com/support/8270063-release-notes-2020-08-27/) - [Release notes 2020-06-11](https://www.teamgate.com/support/8270064-release-notes-2020-06-11/) - [Release notes 2020-10-14](https://www.teamgate.com/support/8270062-release-notes-2020-10-14/) - [Release notes 2022-04-28](https://www.teamgate.com/support/8270059-release-notes-2022-04-28/) - [Release notes 2022-06-20](https://www.teamgate.com/support/8270058-release-notes-2022-06-20/) - [Release notes 2018-05-03](https://www.teamgate.com/support/1866138-release-notes-2018-05-03/) - [Release notes 2017-01-17](https://www.teamgate.com/support/release-notes-2017-01-17/) - [Release notes 2017-01-24](https://www.teamgate.com/support/release-notes-2017-01-24/) - [Release notes 2017-02-01](https://www.teamgate.com/support/release-notes-2017-02-01/) - [Release notes 2017-02-17](https://www.teamgate.com/support/release-notes-2017-02-17/) - [Release notes 2017-02-27](https://www.teamgate.com/support/release-notes-2017-02-27/) - [Release notes 2017-03-14](https://www.teamgate.com/support/release-notes-2017-03-14/) - [Release notes 2017-04-18](https://www.teamgate.com/support/release-notes-2017-04-18/) - [Release notes 2017-05-24](https://www.teamgate.com/support/release-notes-2017-05-24/) - [Release notes 2018-04-05](https://www.teamgate.com/support/release-notes-2018-04-05/) - [Home](https://www.teamgate.com) - - [Teamgate Support Hub](https://www.teamgate.com/support/) - - [Leads](https://www.teamgate.com/support/leads/) - - How to use search? View Categories # How to use search? Teamgate allows you to search your Leads quickly and easily. There are two option how you can find your Leads: **search and [filtering](https://help.teamgate.com/en/articles/8270398).** **1. How does searching work?** First of all, Teamgate offers two types of search: **[Global search](https://help.teamgate.com/en/articles/8270389)–** you can use this search to find the information from every location in Teamgate. This search works through all the Teamgate sections. ![global-search-teamgate.png](https://teamgatecom.intercom-attachments-1.com/i/o/810152585/522ecbfbebdd2fa7ffaee65e/global-search-teamgate.png) **Local search-** use it to find the information in the particular section. Local search opens the results in the list. Global search redirects to the contact card. ![local-search-teamgate.png](https://teamgatecom.intercom-attachments-1.com/i/o/810152586/eec32bfdc22af89d962aaec1/local-search-teamgate.png) **You can search in Teamgate by this criteria:** - Lead name - Lead company name - Lead phone numbers - Lead email addresses If you want to find a specific lead, enter one of these criteria into the search bar. - [**Teamgate**](https://www.teamgate.com/) - [About Us](https://www.teamgate.com/about-us/) - [Contacts](https://www.teamgate.com/contacts/) - [Pricing](https://www.teamgate.com/pricing/) - [Terms of service](https://www.teamgate.com/terms-of-service/) - [Privacy policy](https://www.teamgate.com/privacy-policy/) - [Security measures](https://www.teamgate.com/teamgate-applies-organizational-and-technical-security-measures/) - [GDPR](https://www.teamgate.com/gdpr/) - [Site map](https://www.teamgate.com/manualsitemap/) - **Solutions** - [Sales Dashboard](https://www.teamgate.com/solutions/dashboard/) - [Lead Management](https://www.teamgate.com/lead-management/) - [Contact Management](https://www.teamgate.com/contact-management/) - [Sales Pipeline Management](https://www.teamgate.com/solutions/sales-pipeline-management/) - [Time Management](https://www.teamgate.com/time-management/) - [CRM](https://www.teamgate.com/tour/crm-software/) - [SmartDialer](https://www.teamgate.com/smart-dialer/) - [Analytics & Reports](https://www.teamgate.com/solutions/analytics-and-reports/) - [Sales Velocity](https://www.teamgate.com/tour/sales-velocity/) - **Resources** - [Whitepaper: Sales process flowchart](https://www.teamgate.com/whitepaper/sales-process-flowchart/) - [Whitepaper: Practical sales tips](https://www.teamgate.com/whitepaper/practical-sales-tips/) - [Whitepaper: Choosing A CRM](https://www.teamgate.com/whitepaper/how-to-choose-crm/) - [Whitepaper: Sales Dev Playbook](https://www.teamgate.com/Whitepaper/sales-development-playbook/) - [Support Center](https://www.teamgate.com/support/) - [Feature Request](https://docs.google.com/forms/d/e/1FAIpQLSfAmbKIQDuF-x2uURVK6byKHd4tlWmWfD9a3tEh8EURmT4uHA/viewform?usp=sf_link) - [Logo Kit](https://www.teamgate.com/logo-kit/) - [API](https://developers.teamgate.com/) - [Roles](https://www.teamgate.com/tour/roles/) - [Affiliate Program](https://teamgate.getrewardful.com/signup) - [**Contacts**](https://www.teamgate.com/contacts/) - [Call Sales](tel:+17252542694) - [Sales Inquiries](mailto:sales@teamgate.com) - [Request a demo](https://www.teamgate.com/request-form/) - [Book Support Session](https://calendly.com/eividas/30min/) - [Support Inquiries](mailto:support@teamgate.com) - [Marketing Inquiries](mailto:marketing@teamgate.com) - [General Inquiries](mailto:hello@teamgate.com) - [Invoice Inquiries](mailto:office@teamgate.com) ### Mobile applications - [CRM app for Android and iOS](https://www.teamgate.com/features/mobile-apps/%20%22CRM%20app%20for%20Android%20and%20iOS%22) ### Safe payments ### Language [![Flag of Lithuania](https://www.teamgate.com/wp-content/themes/teamgate/assets/img/flags/flag_ltu.svg)LTU](https://www.teamgate.lt/) [![Flag of the United States](https://www.teamgate.com/wp-content/themes/teamgate/assets/img/flags/flag_usa.svg)ENG](https://www.teamgate.com/) [Home](https://www.teamgate.com "Go to Home.") © 2026 Teamgate.com All rights reserved. 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