Contact Search

You access Contact Search from the CRM > Contact Search, shown below.

Figure 1

The Contact Search screen (see Figure 1) is where you can view and edit an item.

Figure 2

Edit Contact Information

Click on the edit button. (Orange Box see Figure 2)

View Contact Information

Click on the folder button. (Red Box see Figure 2)

Export Contact Information

Click on the Export button in the upper right corner.  (Yellow Box see Figure 2)

Export Contacts Information for Import into Microsoft Outlook

Click on the Outlook button in the upper right corner. (Black Box see Figure 2)

Microsoft Outlook Import Instructions

Filter Contact Search

1. Click on the filter button.
2. You can select an Account Status.
3. Search by First Name.
4. Search by Last Name.
5. Search by Job Title.
6. Search by Company.
7. You can select a Country.
8. You can select a State.
9. You can select a Class.
10. You can select an Account Manager.

Figure 3