Tips for contact search
No more daily sales reports.
By making good use of the search function, you can keep track of your sales activities.
Basic Operations
Click FranDo CRM > [Contact List].
Enter the keywords you want to search for in the field that appears in the [Specify search criteria], or select from the selections.
Click [Search].
How to display settings? Click here.
When you want to close [Search Box] , click [^] icon.
If you specify multiple search criteria, the [Contacts] that match the criteria will be displayed.
Items not searchable
Contact ID
Website URL
Job title/Department
Birth year/date or Age
Postal code
City
Address line1
Address line2
Own properties
Industry of interest
Currency unit of the budget for invest/business
Content of next step/Remarks
Examples of using the search function
View past activities
Specify the period in the past in [Last modified date].
Select [Contact person].
Click [Search].
View future activities
Select [Contact person].
Specify the period in the future in [Next step date].
Click [Search].
View the status of appointments (convert)
Under [Lead status], select [Convert].
Select [Contact person].
Click [Search].
Check the status of a business meeting
Under [Lead status], select [In Progress].
Select [Contact person].
Click [Search].
To use FranDo CRM you need to sign-in with custom sub domain of business account or you can Switch Account after sign-in.