How To Use The Universal Search Feature

July 30, 2024•1 min read

The Universal Search feature allows you to quickly search for contacts, payments, and opportunities within BILT. You can easily click into any found entry, or create a new entry if the query yields no results. Check out these simple steps for how to use the Universal Search:

Step 1: Navigate to the dashboard menu.

On the top left of your screen, you’ll see a search bar.
Click into it and a popup will appear.

In the popup window, you can type the query you wish to search for.

In this example, we’ll search for “test”.
On the left, you can sort the search by All Categories, Contacts, Opportunities, or Payments.

Click into any found Contacts, Opportunities, or Payments to quickly navigate to the page with the appropriate information.
Return to the search bar and repeat this as many times as you need to.

Step 2: Add a Contact or Opportunity from the Search tab

In both the Contacts and Opportunities tabs, if your search doesn’t yield a result, you can create a new contact or opportunity right from here.
Click the “add” hyperlink that appears within the tab, and fill out the appropriate information for the contact or opportunity you wish to create.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

Back to Blog