Search and View Participants on Engage
The Engage view provides search and filtering capabilities to help you quickly find participant actions and focus your action list.
Global Search Bar
The Engage view includes a Global Search Bar that provides real-time search results as you type. This allows you to quickly find participant actions by:
- Participant name
- Company name
- Email address
- Phone number
- Sequence name
- Action name
- Other searchable fields
The search is performed across visible columns and provides results as you type.
Custom Filtering
In addition to standard Engage filters, supported Lead and Contact fields can be added to your Engage table and used to filter participant actions.
The custom fields available in Engage are controlled by the Guided Selling Field Sets in Salesforce. After a Salesforce Administrator makes a supported field available, reps can add the field to their Engage table and use it with available filtering options.
For more information, see:
Viewing Participant Actions
When viewing participant actions on Engage, you can:
- Click a participant name to open the Participant drawer with the Actions tab selected
- Click the Lead or Contact icon next to the participant name to open the participant’s Salesforce record
- View the actions associated with the participant
- See the participant’s progress through their sequence
- Access action menus for individual participant actions