How to Search for a Product in the Sales Hub

When managing multiple products, manually scrolling through a long list can be time-consuming. The Search feature in the Sales Hub makes it quick and easy to locate specific products based on key details such as product name, payment method, modification date, and more.

Follow the step-by-step instructions below to learn how to efficiently search for a product in KeaBuilder.

Step 1: Access the Sales Hub

  • Log in to your KeaBuilder account and navigate to the Dashboard.
  • From the left-side navigation panel, click on Sales Hub to open your sales management tools.
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Step 2: Open the Products Section

  • Inside the Sales Hub, click on the Products option available in the top horizontal menu.
  • This will take you to the Products Dashboard, where all your products are listed.
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Step 3: Use the Search Panel

  • Just below the horizontal menu, you’ll find the Search Panel.
  • In the search bar, you can enter specific product-related details, such as:
    • Product Name → e.g., “Basic Subscription”
    • Payment Method → e.g., Stripe, PayPal, etc.
    • Last Modified Date → useful for finding recently updated products.
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Step 4: View the Search Results

  • As you enter your search keyword(s), the system will instantly filter the products.
  • If a matching product exists, it will be highlighted and displayed in the results list.
  • If there are no products matching your search criteria, the dashboard will display a message such as: “Nothing to show here”.
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Tips for Effective Searching

  • Use specific keywords to narrow down results quickly.
  • If you manage a large number of products, combine multiple filters like product name + payment method for more accurate results.
  • Regularly update product names and details to make searching easier in the future.

Summary

The Search Products feature in the Sales Hub helps you:

  • Quickly locate any product by name, payment method, or modification date.
  • Save time when managing a large product catalog.
  • Keep your workflow organized and efficient.

With this feature, finding products is fast, simple, and accurate.