How to find a contact record

There are two different ways to search for a contact record in your CRM dashboard.

Method 1: Searching by Most Recently Updated Contacts

  • You will see a list of the most recently updated contacts below.
  • Scroll through the list or navigate to the next page to find the contact you need.

Method 2: Searching Using Specific Fields

  • You can search using the fields located above the contact list.
  • Search options include:
    • Keap ID
    • Phone Number (must match the Phone 1 field in Keap)
    • Last Name (must be entered in full; abbreviations are not allowed)
    • Email Address

Currently, last name abbreviations are not supported. You must enter the full last name exactly as it appears in the Keap record.

These search options help you quickly find the right contact in your CRM system.