1. Searching / Filtering data

1. Search Menu >> New
2. Choose the data you want to search. You may search companies, contacts and all pipeline types.
3. Add search criteria from the available fields related to each object. Any list field can be multi-filtered. Any numerical fields can be filtered as a range
4. The number of results matching your search criteria will be shown out of the total available records.
5. The selected search criteria added will be listed here.
6. Use these links to Edit or Remove criteria from your search.
7. Click to View the matching results in a table / list.
8. Click to Download the matching results.
9. Click to Save your search to your user account