Search for accounts and more

Who can use this feature?

  • All users
  • Available on all plans and license types

Use the search bar to find accounts, users, and more. The searchable objects include:

  • Accounts
  • Users
  • SuccessBLOCs (installed)
  • Marketplace (available)
  • SuccessPlays
  • Campaigns
  • Segments
  • Assets
  • Reports
  • Help articles

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Within Settings > General, Admins can optionally enable results for campaigns and SuccessPlays for other teams.

Search for an account

Your global admin may configure settings to limit results to the account set defined by the current team.

  1. Start anywhere within My Portfolio, a SuccessBLOC, or an account or user profile.
  2. Within the search bar, start typing the account name or account id.
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    Account search using id uses exact match only. Searching part of the id will not retrieve any account.

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