Søgning

You can find data in many ways: Traditional search, Quick Search and through the history list. These methods, you can see in this section.

The best "search engine" is, however, that your CRM data are related. This means that you automatically see the links between, for example a business and your contacts in this. Between a company and all emails that have been sent between your business and contacts in the company. Between your forecast and the projects / companies related to it.

If you use the system to its full extent - and enter data in their relationship - you will discover that you get less and less need to search in the traditional sense.

Search lists	ChannelCRM is delivered with a variety of ready made search lists, which gives access to companies, contacts and projects.
Quick Search	An easy way to find just the company or the contact you need.
Navigation	How to "travel" from one place in the system to another.

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