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: : Searching a Contact, Customer or Prospect
To search for a contact, customer or prospect, enter the first three characters of the contact.
- Click on Accounts and Contacts in the left menu.
- In the search field
, enter the first letters of the contact.
- In the drop-down list, select the desired customer / prospect.
The contact card is displayed.
Note that the search is only done within existing customers / prospects and their contacts.
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