There are three ways to find something, and picking the right one is the difference between finding a caller before they finish saying their name and hunting through a list while they wait.

Global search

Search at the top of the screen — or Command-K on a Mac, Control-K on Windows — searches across Gorilla Dash without you having to be on the right screen first. This is the one to use when the phone rings.

The search box on a list

Every CRM list has its own search that narrows the list you are already looking at. Use it when you know roughly where the record is — searching the companies list for "joiner" is faster than searching everything.

Filters, for finding a group

Search finds one record. Filters find a set — everyone at a stage, everyone from a lead source, everyone a rep owns, everything added between two dates. When you build the same set twice, save it as a view.