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How To Search in the CRM

Find any contact in the CRM app with these simple steps

Last Update:
June 12, 2019

By clicking on either the magnifying glass icon on the home screen or by accessing the search contacts through the menu bar, you'll have the opportunity to search for a contact by either their first name, their last name, email address or phone number.

Searching by either of those functions brings you to that contact's timeline.

Another option found in the menu bar is the advanced search. From that advance search screen, you can chose to drill down by either relationship, type or within a specific time frame. Type your key word into the search bar above and it will bring you directly to the contact, their timeline and specifically the key word found in the app.

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