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.

Have more questions? Submit a request


Please sign in to leave a comment.