How to search for a record within the lead or contract browser [Video]
In this training video, you can learn how to search for a record within the lead or contract browser. This includes how to change the search criteria.
In Brief
You can change the field that the search is run against by first clicking on the column header within the browser
Within the Lead or Contract browser, click on Find → Search
Enter the search into the Search Characters field, and double click to open the relevant lead or contract
This search can be used for partial matches, for example, when searching for part of a postcode