workflow · Agency
Search across all sub-tenants
Find a lead or record across clients.
1 min to completeagency, search, cross-tenantUpdated 2026-05-26 · v2
Launch this workflow
Opens /agency in your workspace
Why use this
You find a lead or record across every client tenant from one search box.
Benefits:
- Replaces logging into each tenant to search
- Switches you into the right tenant automatically
- Saves minutes per lookup, every day
Who this is for: Agency. Time to complete: ~1 minute. You''ll need: Agency role.
Outcome
A unified search result spanning every sub-tenant you own.
Steps
- Open the agency command palette with cmd+k.
- Type the query.
- Open the result; the active tenant switches automatically.
Variations
- Filter to one tenant if you know which.
What can go wrong
- Nothing found: confirm the lead exists in at least one sub-tenant.
Related
- workflow-agency-switch-tenant, help-agency.