Searching for a lead
I can't find the lead I'm looking for with the Coffee search. How can I find it?
To look for exact matches, put the search in quotes like '"Acme Insurance Co."'
The Coffee search uses weighted criteria when searching the database. That can be problematic when many of the company names have 'Insurance', or 'CPA', in the name of the lead.
If you enter in a phone number (in any format) then Coffee looks for a lead with an exact match of that phone number.
Domain searches are another good way to find a lead you are looking for, since HubSpot requires unique domains among each lead.
Don't forget, if you have talked to the lead recently, they should be easy to find in your call log.
Pro Tip! Coffee search also allows you to exclude search terms with a - (minus sign). For example, to search for all leads that include the word Acme, but exclude the word insurance, you would search for 'Acme -Insurance'.