The quickest way to find Accounts (e.g. customers, prospects) is using the Keyword search. The Keyword search is available in the main nav bar. Keyword account search You can use the Keyword Search to search by: Company, FirstName, MiddleName, LastName, Account#, County, City, Zip, WorkPhone, AltPhone, CellPhone, HomePhone Selecting ‘All’ or ‘Assigned’ will control which matching results are returned – …
Agent – Creating Activity
Capture Cases, Alerts, Notes, Sales Calls, Tasks, and Opportunities. Important details will not be lost, and further solutions can be gained from the insights gathered during the call. While viewing a customer record, click the Action Menu Choose the Activity you would like to create A new tab will be shown with the blank Activity form