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.
- 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.
- Search results
- Create new prospect
- Tabs & tab list – Open multiple accounts and activities
Searching on Agent