Searching for customers and prospects

DMF	010104 PROSPECTING PROSPECTS SEARCH 020104 SALES CUSTOMER SEARCH

The Sales Portal allows searching for customers and prospects based on certain search criteria.

The search screen of customers can be accessed from the Sales Portal in the CRM module > Customers menu.

Important

The partitioning by customer or company is checked when searching for and opening customers and prospects. If you are partitioned by company and/or by client:

Search results will only contain customers and prospects included in your partitioning.
From a hyperlink, you will be able to open the third-party only if you are partitioned on its company and/or the customer.

For more information about partitioning, refer to Restricting user access.

From the Customers menu, various searching methods are available depending on your needs.

Reference

For more information about searching, refer to Performing a search.

Search results are then displayed in a table. These results can be used by employees to only display relevant information, for example by sorting the customers and prospects or exporting the results under Excel.

Reference

For more information about the setup of results in table view, refer to Setting up results in table view.

From the CRM module screens and the Action Manager screen in the Sales Portal, a Search for organizations / contacts bar is also available in the upper portal bar, allowing quick searches for customers and prospects.

Important

This evolution requires enabling the following feature flag: Portail ventes Domain > Recherche Comptes Et Contacts Label.

Reference

For more information about quick organization and contact search, see Quickly searching for organizations and contacts.