How do I search for a message in the LeadConnector app?

Keyword search in the LeadConnector app finds a specific text, email or chat without scrolling through a long history. It is useful when you need an address a family texted you, a time a case manager mentioned or a phone number someone sent last month.

What it searches

Texts, email, WhatsApp, Facebook, Instagram, website chat, internal comments and activity. You can also find contacts by name, company, email or phone number, including part of a phone number.

Search your conversations

1. Open Conversations.
2. Tap Search conversations.
3. Type at least three characters of a word, phrase or number.
4. Review the results. Each conversation appears once, with the match highlighted, the channel icon and a preview.

Jump between matches

1. Tap a result. The conversation opens at the matching message, with the word highlighted.
2. Check the counter above the message box, such as "3 of 7 matches".
3. Use the up and down arrows to move between matches.
4. Tap X to close the search.

Reuse recent searches

When you tap Search conversations, your last five searches appear. Tap one to run it again. Tap X to remove one, or Clear all to remove them all. Recent searches are stored only on your phone and are cleared when you log out.

Common questions

• I don't see Search conversations. Update the LeadConnector app. If it still is not there, Submit a ticket and we will turn it on for your account.
• Can I filter by date, channel or team member? Not in the app yet. Use Conversations in ASNSpark! CRM on your computer for filtered searches.
• Can I start a new search from inside a conversation? Not yet. Go back to the conversation list to search again.

Have a question about your own account? Submit a ticket and our team will follow up.