Installation Company ERP / CRM


How To Use The Search Bar

To Do This:

  1. At the top of your page, type the word or number and select the blue search icon on the right to initiate a search.
  2. You’ll notice if you hover over a result, it will highlight itself in blue so you know which result you’re selecting.
  3. Alternatively, you can type in keywords or numbers and press ENTER on your keyboard to search.
  4. Remember, you can search by Contact, Lead, Contract, Purchase Order and Invoice Number. As well as, Postcode and Name.

Thank you for watching our how-to video on How To Use The Search Bar, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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