Use Advanced Search to get search results based on multiple variables. Search for companies, contacts, activities, appointments, opportunities, or orders.
This article covers:
- Using Advanced Search
- Saving Advanced Searches
- Viewing saved searches
- Quick-create activity from search results
Using Advanced Search
Use Advanced Search to search your database for companies, contacts, activities, appointments, opportunities or orders.
- Go to Advanced Search by clicking the Advanced Search button:
- Click a tab (Companies, Contacts, Activities, Appointments, Opportunities, Orders) to filter your search:
Saving Advanced Searches
For searches you perform regularly, you can save the search and return to the results.
- After making your search, click the dropdown and click Save list:
- You can then give it a name, description and choose whether to share with users and roles:
- Click Save
Viewing saved searches
- Go to Advanced search and click the tab where you made the search
- Click the dropdown to view the saved search:
Quick-create activities from search results
You can create activities for multiple search results, such as a cold-call list for several companies.
- Click the companies tab (1), and then click Show companies (2):
- Click the multi-select box next at the top of the search results:
- Select the companies and a blue slideout will appear. Click Quick-create activity:
- You can now set activities for all the selected companies. You can mark as high priority, or assign the activities to someone else:
- Click the Create activities button to add to your Activities list