When you're on a CRM index page, you can search for specific records. This is located in the upper left of your object index pages. The CRM search only works with certain properties and reacts differently based on the search terms you use.
The information below applies to the CRM search and does not apply to the global search in top right-hand corner of your HubSpot account. Learn more about the global search.
The CRM search scans only the following property values in the object index pages to provide search results. Other properties that contain the searched string will not be surfaced. If your account has an Enterprise subscription and you've set certain custom properties to be searchable, these properties will only be searched when you use the global search.
Understand your CRM search terms and search results
The search terms you use in the CRM search may not bring you the search results you expected. In such cases, you may want to use a saved view instead. Below learn more about the expected CRM search behavior.
Enumeration properties have pre-determined options which are set for a record via checkboxes, a dropdown menu, or radio select buttons. Enumeration values are case-sensitive, so to search for a value, you must include your search term in double quotes (e.g., "value") and use the internal value for the option. For example, if you want to search for deals in the Appointment scheduled deal stage, your search should be "appointmentscheduled". Learn how to find the interval values of property options, deal stages, or ticket statuses.
If you don't know a property's internal values, you can set filters for the property instead, which will populate records based on the criteria you set (e.g., filter by Deal stage, then select is any of Appointment scheduled).
Special characters in search term
If you include a special character in your search (e.g., commas, hyphens, underscores, and dashes), HubSpot is likely to treat this as a delimiter and search the terms separate. For example, searching hedge-fund will be the same as searching hedge and fund as two separate terms in the same query.
The CRM search also does not support certain characters, such as the UTF-8 non-breaking space.
"OR" in search term
The capitalized phrase OR can be used as an 'or' operator in a search term. For example:
You want to search for contacts with the email domain website.com or the email domain landing.com.
Your search term should be website.com OR landing.com.
The search term website.com or landing.com will not work because the operator OR must be capitalized.
Search term is in the middle of a string
The CRM search only searches for words that are separated by a delimiter, such as a space. It cannot search for a string that is in middle of another string. For example:
The contact has the email address firstname.lastname@example.org.
Searching myemail in the CRM search will bring up the contact.
Searching website.com in the CRM search will bring up the contact.
Searching email in the CRM search will not bring up the contact.
Searching site.com in the CRM search will not bring up the contact.
Same term or character within search term
If the same term is included twice or more in your search term, the CRM search will only search for one instance of it. For example:
You want to search for contacts with a company name being Dance Dance Dance.
When your search term is Dance Dance Dance, the CRM search will search for the term Dance, and not specifically Dance Dance Dance.
Your results will include contact records whose company names are Dance Revolution and Real Dance.
Numbers in search term
Only the first 10 digits in a string of numbers will be used as the search term. For example:
You want to search a contact with the phone number 1111111111234.
When you search 1111111111234, the CRM search will search for the first ten digits only, being 1111111111.
Your results will include contacts with the phone numbers 1111111111555 and 1111111111888.
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