Searching for information in your CRM database is something you do every day. Whether you’re looking for a phone number or a list of all of your open sales, the Find feature will help you locate the information faster.
Below is a set of how-to pages that will show you the different ways to find information in your SuperOffice CRM database, how you can save your searches as a selection, and the main tasks you can perform using your search or selections.
With SuperOffice Find you can search for a single piece of data, such as a phone number, or a list of data, like a list of mailing recipients, for example.
In SuperOffice CRM you can search for:
- products, and
When you use the Find feature, you can save each search you perform as a selection.
How to search for information
How to use a typical search
How to create a new selection
How to broaden your search using the OR function
Visualizing selections with graphs and dashboards