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Find a company

Learn how to find a company in Voze Pro.

  • In the bottom bar, tap Find.
  • Type the company name in the "Search companies" field. Results appear as you type. If your team uses account IDs from your external system, you can search by account ID too. Part of the number works. The ID shows on each company card, so you can tell two companies with the same name apart.
  • You may also search companies using the "Nearest" filter.
  • Tap Nearest then select the dot next to:
    • Nearest company first
    • Most recent note first
    • Oldest note first
    • Company name (A-Z)
    • Company name (Z-A)
    • Tap Apply sorting
  • Tap the company in the results to open its profile. If it has an account ID, you'll see it under the company name on Company details and on the Info tab.

  • To find companies on the map:

  • Tap Map in the bottom bar.
  • Type the name of the company in the Search field.
  • To select filters, tap the filter icon or tap the dropdowns for All companies, All notes, or Leads.
    • On the main Filters page, pick the filters you want to apply. You can:
    • Tap the Show only my companies toggle to display only the accounts assigned to you.
    • Tap the Show 3rd party leads toggle. Toggle the applicable lead categories, such as Google or other third-party paid integration services, to pull in outside leads. To learn how, see Add lead keywords to find prospects.
    • Under Days since last note, tap an option to filter by the desired timeframe.
    • If your company is utilizing Company labels, tap the options you wish to filter by.

🔥 Hot tip: The plus button creates, Find searches. Tap + when you want to start something new — a note, a company, a task, a contact. Tap Find when you're looking for a company that is already in your database.

Want a company on your home screen? Open the company profile, then tap the star icon to favorite it. Favorite companies show up on the home screen for one-tap access.  For more information, see Favorite a company.