How to do a Client Quick Search

If you are looking for a lead / contact in the CRM system you can do a quick search by using the search bar that the top of the screen.

 

Just simply type in the person's name, phone number or email address and click on Search.  The client(s) that fit the search criteria, will appear at the bottom of the screen.

Have more questions? Submit a request

Comments

Powered by Zendesk