Contacts and Search
You can type ANYTHING in the search and we can automatically look up names, tags, or companies based on what we have in Levitate. Not to mention we remember your latest searches as well, to save you even more time!
In addition to names, tags, and companies, you can now also type in things like:
- Zip code,
- Phone numbers (works best if you only enter the last 4 digits)
- Email addresses
- Information found in key facts
Saving a Complex Search
Often our customers want to look up contacts that have two tags, OR sometimes they want to look up contacts that have one tag but not another (for example, if you are in the insurance industry, and you want to browse clients that have a Homeowners insurance policy but not Auto insurance so you can cross-sell). We made it easy to perform those advanced searches, as well as letting you SAVE your favorite combos for a quick find later!
You can perform an advanced search anytime here"
Note: There is no limit on the number of filters you can add.
Once you've made an advanced search, you can save it for later!
Name it something you can remember, and see the tag appear on the left hand!
If you are looking to browse for companies, please check out the tab at the very top of the page.