Search for accounts and more

Who can use this feature?

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


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. Account search looks for the following:

  • Account ID: Uses exact match only. Searching part of the id will not retrieve any account.
  • Account name: Uses exact match or “contains” in name, sorted by contract value.
  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.

Search for an account id within a filter

When you search for a specific account by id within a segment filter, you can type the id or copy it—both techniques provide the same results. However, there is differing behavior within the filter window for each technique:

Type the account id

Displays as (new).* Click Apply Filter to recognize the input and search.

Copy the account id

Recognizes the input. Click Apply Filter to apply input and search.

*This behavior is a search limitation but won't affect results once the input is applied.

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