How to Search Coupons in Sales Hub

If you manage multiple coupons in your Sales Hub, locating a specific coupon manually can be time-consuming. Fortunately, the Search feature makes it quick and easy to find coupons based on key details like coupon name, code, discount type, or amount. Here’s a complete step-by-step guide to help you search efficiently.

Step 1: Access the Coupons Section

  • From your main dashboard, navigate to the Sales Hub.
  • In the left-hand navigation menu, click on Coupons.
  • This will take you to the Coupons Dashboard, where you can manage all your active, scheduled, and expired coupons.
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Step 2: Open the Coupons Dashboard

Once you are on the Coupons Dashboard, you’ll see a list of all existing coupons.

  • Each coupon is displayed along with its name, code, discount details, start/end dates, and limitations.
  • If you have a long list of coupons, scrolling through manually isn’t efficient — that’s where the Search Panel comes in handy.
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Step 3: Use the Search Panel

  • Just below the horizontal menu bar on the dashboard, you’ll find a Search Panel.
  • In this panel, you can enter specific details to locate your coupon quickly.
  • You can search using:
    • Coupon Name – e.g., “SUMMER50”
    • Coupon Code – e.g., “SAVE20”
    • Discount Type or Value – e.g., “20% off” or “Flat ₹500 off”
    • Other Details like start date, expiry date, or usage limits (if supported by the search).
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Step 4: Review the Search Results

  • After entering your search term, the system will automatically filter the list.
  • If a coupon matching your search criteria exists, it will be highlighted or displayed prominently in the results.
  • If no matching coupon is found, the system will display a message like “Nothing to show here”.
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Step 5: Take the Next Step

Once you’ve located the coupon you were searching for, you can:

  • View its details to verify the discount, validity, and other settings.
  • Edit the coupon if updates are needed.
  • Delete the coupon if it’s expired or no longer required.

Pro Tips

  • Use precise keywords (e.g., exact coupon codes) for quicker results.
  • If you manage a large number of coupons, consider naming them systematically for easier searches later.
  • Combine the search with sorting options (by name, discount, or date) to organize results effectively.

Conclusion

The Search Coupons feature in the Sales Hub makes managing promotions easier and faster. Instead of scrolling endlessly through a long list, you can instantly locate the coupon you need by entering a few simple details.