Finding records

There are three different ways to find records in DealJourney, and picking the right one is most of the difficulty:

• Global search — you know roughly which record you want and just need to jump to it. Type a name, get the record.
• Filters on a list page — you want *every* record matching a rule: every opportunity on one project, every customer in a postcode range, every lead from one campaign that nobody has called. Search cannot answer these; filters can.
• Saved views — a filter you set up once and reuse, optionally shared with the team.

The distinction that trips people up is search versus filter. Search matches text in a record's name and looks for the best few matches, so it is for getting somewhere. It is not a way to count things, and it does not promise to show you everything that matches. If the question is "how many" or "all of them", you want a filter or a report, not the search box.

Filters can use any field on the record, including the custom fields your own company has added. That matters, because the fields you care about most — a project number, a region, an account manager's own categories — are usually custom ones, and they are exactly what search does not look at.

Every list page in DealJourney works the same way here: the same filter panel, the same saved views, the same column customisation. Learn it once on customers and it works on opportunities, contacts, leads, and activities.