Searching for Companies

There are two ways to search for Companies.

CRM Quick Bar

For Search as you type results, Click the Search CRM  button. This will initiate the CRM Quick Bar. Search by entering text into one or more fields. Results can be viewed to the right of the Quick Bar.

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    CRM Search

    Select Company from the Search For drop down list.

    From here a Basic or Advanced Search can be performed. Simply enter the information to be searched into the applicable field and click the Search button.

    Click on a company name in the Company column to go to the company information page for that company. All the company related functions can be launched from the company information page.

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