Customer Relationship Management made simple ConvallisCRM

Contact Search

Video Tutorial

With ConvallisCRM, you can easily find the contact you need by using the search functions. Just input the details you have available from the variety of options available and click Find Contact. You can save the search to use at a later date by typing in a name for the search at the bottom of the screen and click Save.

Once your search has been saved, you can now select it whenever you need it by clicking on the relevant list in the Searches box next to the Contact Search.

Saved search panel

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