Search and Filter

Use the search bar or apply filters to drill down to key data quickly and easily across the workspace

Throughout TermSheet users can keyword search or apply filters across a workspace when viewing lists of data.

📑 Learn To:

• Global Search

• Keyword Search

• Apply Filters

Global Search

Select the magnifying glass in the header of TermSheet to search across Deals, Properties, and Contacts.

Keyword Search

Search Bars are available on list views for Deals, Contacts, Companies, Tasks, and Properties.

Apply Filters

Access filters by selecting the dropdown arrow in the search bar or by selecting the filters icon.