Search

Help articles for the Search screen in CRM.

How to View and Restore Deleted Opportunites
CRM users that have administrator role permissions have the ability to view a...
How to Download Opportunity Searches as a CSV File
From the Search screen you can choose to download your query as a CSV file. Y...
How to Search Customers
Use the CRM search screen to find or create opportunities based on a customer...
How to Search Opportunities
Use the CRM Search screen to quickly search for and filter opportunities. Wha...
Search Screen Overview
The CRM search screen allows you to quickly search customers or opportunities...