You can utilize the Global Search feature to find any content within the CRM. Simply enter your search term or keywords to begin your search. You can use multiple words separated by a space or a comma.
For a more detailed search, you can perform an advanced search by selecting a module from the drop-down menu and applying specific conditions. These conditions allow you to search for records that contain all the entered words, an exact word, an entered phrase, or any of the entered words to locate a particular record.d words to locate a particular record.