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Search the Lead Info Panel

Jump to any field on the Lead Info panel without scrolling the sections — including fields that are currently hidden or unassigned.

  1. Go to Leads and open any lead.

  2. In the Lead Info panel, click the Search any field... bar at the top, or press ⌘K on macOS or Ctrl + K on Windows.

    search-bar.png

  3. A search modal opens with a Jump to any field... input and the total result count on the right.

    search-modal.png

Find and jump to a field​

  1. Type any part of the field name or its section. Results filter as you type and the counter on the right updates.

  2. Use the arrow keys (↑↓) to move through the list and press Enter to jump, or click a result directly.

Keyboard hints at the bottom of the modal show ↑↓ to navigate, ↵ jump to field, and esc close.

What happens when you pick a field​

  • A visible field — the section expands if collapsed, the panel scrolls to the field, and the row flashes violet for about two seconds.

  • A hidden or unassigned custom field — the field opens in a floating editor at the top of the Lead Info panel so you can read and edit its value in place. Admins see a hint pointing to Customize if the field should be reassigned to a section.

    floating-field.png

Troubleshooting​

⌘K or Ctrl + K does nothing. The shortcut only works when a lead is selected in the conversation. Open a lead first, then try again. If another application has claimed the shortcut system-wide, click the Search any field... bar instead.

The search bar isn't on my Lead Info panel. The bar shows only when a lead is selected. Pick a conversation that has a lead, or create a lead from the Leads page.

I searched for a field but it isn't in the results. The search covers lead system fields, lead custom fields, and contact fields. If it is missing, check that the field exists under Settings > Custom Fields.

Next steps​