Message Search

Message Search enables you to quickly surface the messages that include a particular text phrase. The can enable:

  • Sales leaders to review the messages regarding the "proposal".
  • Customer success can quickly review key terms that enable implementation such as "Salesforce" or "Dynamics".
  • Legal reviews the discussions around the "SOW" or "MSA".
  • Finance finds the key personnel who are inquiring about "pricing".
  • More...

To search the messages, simply click into the Messages section of the Card. The search box will be at the top-right -- see image below.

Note: you must have the right permissions to search message contents. If you are unsure if you have the right permissions, please contact your team SalesWise administrator or SalesWise Support.

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