Tips for contact search
Tips for contact search
Embedded Files
No more daily sales reports.
By making good use of the search function, you can keep track of your sales activities.
Basic Operations
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
Examples of using the search function
View past activities
View past activities
Specify the period in the past in [Last modified date].
Select [Contact person].
Click [Search].
View future activities
View future activities
Select [Contact person].
Specify the period in the future in [Next step date].
Click [Search].
View the status of appointments (convert)
View the status of appointments (convert)
Under [Lead status], select [Convert].
Select [Contact person].
Click [Search].
Check the status of a business meeting
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.
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