Overview
Global Search lets you find any record in the Pingtree platform without navigating through menus. From a single search bar in the top navigation, you can locate leads by transaction ID, look up campaigns by name, find sources and buyers, and jump directly to any funnel — all in seconds. Your recent searches are saved automatically, so frequently accessed records are always just one click away.Accessing Global Search
Global Search is available from the top navigation bar on every page in the platform. Click the search icon or use the keyboard shortcut to open the search input.Searchable Entities
Global Search covers all major entities across the platform:Lead Search Behavior
Lead search automatically detects the format of your query and searches the appropriate field:
Results are returned up to a limit of 10 leads per search.
Scoping Results by Type
To get faster, more focused results, you can scope your search to a specific entity type. Selecting a type filter before searching restricts results to that category only:- Lead (default)
- Campaign
- Source
- Buyer
- Funnel
Recent Search History
Pingtree saves your recent searches on a per-user basis. When you open the search bar without typing, your most recently accessed records are displayed grouped by type:
Search history is personal — each user sees only their own recent searches. Frequently accessed records rise to the top as their search count increases.
Navigating to a Result
Clicking any search result takes you directly to the detail view or settings page for that record. For example:- Clicking a lead result opens the lead detail view with the full transaction record.
- Clicking a campaign result opens the campaign overview.
- Clicking a source result opens the source single view within its campaign.
- Clicking a buyer result opens the buyer configuration within its campaign.