v2026.7.7
Release date: July 10, 2026
✨ New Features
Customer search in the Sales Funnel
In CRM → Sales Funnel, you can now search customers by name at the top of the funnel. Results show which stage and position the customer is in — and clicking a result opens the customer edit modal.
What is it for?
- Quickly find a contact in funnels with many cards
- See stage and position without scrolling the board
- Open the customer right away, even if the card is not on the loaded page of the column
How to use it?
- Open the Sales Funnel in CRM
- At the top of the funnel, type the name in Search customer by name...
- Review the list with stage (colored badge) and position (
#N of T) - Click a result to open the customer edit modal
- If the card is already visible in the column, it is also highlighted on the board
💡 Tip
Search respects the Only mine and Hide closed filters. It covers the entire current funnel, not only cards already loaded on screen.
Full guide: Customer Management — Sales Funnel
🎯 Benefits
- ✅ Fast lookup of customers in large funnels
- ✅ Immediate visibility of stage and position on the board
- ✅ Direct access to the customer record without relying on column pagination