Home Search + Add Prospect

Home now has fast access to create prospects and find anyone across your pipeline.

What's included

• Search across prospects, clients, and archived records with suggestions.
• Jump straight to the right Home tab or list page from a result.
• Add new prospects without leaving the Home view.

Why it matters

You can move faster from the follow-up view without losing context or switching screens.

Try it now

Open /home, use the search field in the main card, or click Add prospect to create someone new.