How to Search Within New Lists

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How to Search Within New Lists

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Overview

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Prerequisites

• Access to a list in New Lists (opt-in via “Try New Lists” button)
• At least 3 characters in your search term
• Visible columns in your current view (search only covers visible fields)

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Steps

• Entry names (company/person names)
• Domains (company URLs)
• People: First name, last name, full name, or email address
• Companies: Name or URL
• All text in visible Text, Notes, and custom text fields What You Cannot Search:
• Data in Date-type fields
• Connections field
• Reminders field
• Lists field
• Opportunities field
• Any hidden columns

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Step 1: Open the Find in View Search

1. Navigate to any list in the New Lists experience
2. Click the Search icon in the toolbar (or use keyboard shortcut when available)
3. The search bar will appear at the top of your list

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Step 2: Choose Your Search Scope

• Searches across all visible columns in your current view
• Includes entry names, domains, and field values
• Use when: You’re looking for keywords that could appear in multiple fields Option B: Find Entries
• Searches only entity names and domains
• Focused search for finding specific companies or people
• Use when: You know the exact name of who/what you’re looking for

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Step 3: Enter Your Search Term

1. Type at least 3 characters into the search bar
2. Search is case-insensitive
3. Partial word matches are supported:

• ✅ “Health” will find “Healthcare”
  • ✅ “Healthcare” will find “Healthcare”
  • ❌ “care” will NOT find “Healthcare” (must match from word start)

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Step 4: Review Search Results

1. The list automatically filters to show only matching entries
2. Matching cells are highlighted in yellow
3. For Notes fields: Matching notes are highlighted (new improvement over Classic Lists)
4. Navigate through results using arrow keys or scrolling

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Step 5: Exit Search

• Click the X in the search bar to clear and return to full view
• Your underlying filters remain unchanged

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Expected Outcome

• The list displays only entries matching your search term
• Yellow highlights show where matches were found
• You can click directly into highlighted cells or entries to take action
• Original view filters and configuration remain intact when you clear the search

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When to Use This

• “I’m looking at my Q4 pipeline and need to quickly find the ‘Acme Corp’ deal to update it.”
• → Use Find Entries scope to search by company name
• “I have 200 companies in my Series B view and need to find the one I met with yesterday - I remember they’re based in Austin.”
• → Use Find Anywhere to search for “Austin” across all visible columns Keyword Search Across Multiple Fields Find records mentioning specific terms in any visible field.

• “I want to find all companies in my current view that mention ‘artificial intelligence’ anywhere - in notes, descriptions, or custom fields.”
• → Use Find Anywhere to search across all visible columns
• “I’m looking for deals where we discussed ‘pricing’ in our notes or custom fields.”
• → Use Find Anywhere with search term “pricing” Data Verification Quickly verify if specific information exists in your current view.

• “I want to check if we have any companies with ‘healthcare’ in any of their fields before I add a new entry.”
• → Use Find Anywhere to search for “healthcare”
• “Did I already add ‘TechStart Inc’ to this list?”
• → Use Find Entries to search by company name Navigation Within Large Views Navigate efficiently through large datasets without scrolling.

• “I have 500 companies in my sourcing list and need to jump to companies mentioning ‘biotech’.”
• → Use Find Anywhere to highlight all matching records
• “I’m reviewing my portfolio and need to quickly jump between companies whose names I know.”
• → Use Find Entries with sequential searches Context-Aware Search Search within an already-filtered context.

• “I’ve filtered to show only ‘San Francisco’ companies with ‘Active’ status. Now I want to find which ones mention ‘enterprise sales’ in their notes.”
• → Apply your filters first, then use Find Anywhere to search within that filtered set
• “I’m looking at my Q1 closes. Which ones have ‘legal review’ mentioned anywhere?”
• → Use Find Anywhere while maintaining your existing filters Find in View vs. Filtering

• ✅ You want to locate specific records without changing your view
• ✅ You need temporary highlighting of matching records
• ✅ You’re doing ad-hoc exploration within a filtered view When to Use Filtering:
• ✅ You need persistent filtering that others can see
• ✅ You want to combine multiple conditions with AND/OR logic
• ✅ You’re creating a saved view for repeated use Search Scope Selection:
• Use Find Entries when you know the company/person name for fastest results
• Use Find Anywhere when exploring what data exists across all fields
• Use Find Anywhere to search within notes (Classic Lists couldn’t highlight note matches) Search Strategies:
• Use distinctive terms for better precision
• Remember word-level matching: Search “health” not “care” to find “healthcare”
• Apply filters first to reduce dataset size, then search within filtered results
• Minimum 3 characters prevents overly broad searches Performance Considerations:
• Find in View searches only the first 100 fields in a view
• Hidden columns are not searched (only visible columns)
• For very large lists, consider filtering first to improve search performance