Insights Hub

Search by first and last name for Keypeople contacts (CRM)

Written by CharikBot | 13 May 2024

We have enhanced the keypeople+ feature by adding the ability to search for your contacts by their first name + last name.

Whether they are already displayed or not, now you have the ability to:

  1. Enter the details of your contact: first name, last name, company, role, and more.
  2. You must provide at least the first name AND last name.
  3. Once located, add them as usual to your CRM by clicking "Add."

NOTE: They will be added to the company profile you are currently on!

Examples of search results:

Search: Jimmy Hoareau

Search: Jimmy Hoareau jimhoa

Search: jimmy hoooooareau

In summary

The keypeople+ feature on our platform now allows you to search for your contacts using their first name and last name. Whether these contacts are already visible or not, you can now input their details such as first name, last name, company, role, and more.

It is crucial to mention that you must provide at least the first name and last name of the contact. Once you have located the desired contact, you can easily add them to your CRM with a simple click on "Add." However, please be aware that the contact will be added to the company profile you are currently on..

With this feature, you can effortlessly manage your contacts and enhance your user experience on your CRM HubSpot.