Now Launched: Rover Search

Today, we are previewing our new global search feature on PipelineDeals, aka Rover Search. This feature is not yet live but will be launching soon.


What is it?

Rover is a global search feature that very quickly scans all of your data in PipelineDeals. More specifically, Rover will search the following:

– Deals

– Leads

– Contacts

– Documents

– Notes

– To-dos & Events

In a few clicks, you can find your specific deal, lead, contact or note and directly access it. Rover even searches your Notes content. So, you can find that one note you wrote about that sales prospect a few months ago very quickly.


How do I enable Rover Search?

Rover is accessible from the top navigation Search link or a shortcut key: simply type “s” key.