Searching on Agent

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The quickest way to find Accounts (e.g. customers, prospects) is using the Keyword search. The Keyword search is available in the main nav bar.

  1. Keyword account search
    • You can use the Keyword Search to search by: Company, FirstName, MiddleName, LastName, Account#, County, City, Zip, WorkPhone, AltPhone, CellPhone, HomePhone
    • Selecting ‘All’ or ‘Assigned’ will control which matching results are returned – either anything from the database, or only the accounts you are assigned to.
  2. Search results
  3. Create new prospect
  4. Tabs & tab list – Open multiple accounts and activities

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Searching on Agent

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