- You can search for a customer in various ways, depending where they are in the process you can search in either of these tabs Contacts, ‘Active Contacts’. Leads, ‘Live Leads’ or Contracts, ‘Live Contracts’.
- Once you visit the relevant page, you find each column followed by three vertical dots.
- Click the dots on the phone number column, go down to filter and click here, this will open a new grid.
- You will want to show items that contains, and then type a partial or full phone number in the box below, press filter/ or the enter bar this will take you back to the relevant page you have chosen with the filter in place.
- You may have a couple of matches if you have typed in a partial number, find the customer you are looking for and press the edit button that looks like a pencil.
- Doing this through the Contact page, you have tabs across the top to move between contact/lead and contract pages. If a customer has leads assigned to their account you will be able to see the conversion Live, Sold, or your reason for loss e.g. B/O for Blow out.
- There are quick links in each of these pages to navigate through each of these pages if you need to travel in between.
