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.

1. Go to Advanced Search by clicking the Advanced Search button:
   
   
   
   
2. 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.

1. After making your search, click the dropdown and click Save list:
    
   
   
   
2. You can then give it a name, description and choose whether to share with users and roles:
   
   
   
   
3. Click Save

Viewing saved searches

1. Go to Advanced search and click the tab where you made the search
2. 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.

1. Click the companies tab, and then click Show companies:
   
   
   
   
2. Click the multi-select box next at the top of the search results:
   
   
   
   
3. Select the companies and a blue slideout will appear. Click Quick-create activity:
   
   
   
   
4. You can now set activities for all the selected companies. You can mark as high priority, or assign the activities to someone else:
   
   
5. Click the Create activities button to add to your Activities list