Finding Records

To find records quickly in SalesNOW, start by clicking on the appropriate tab - such as Contacts, Companies, Leads, Deals or Cases. To find a specific Contact, for example follow these steps:

1. Tap Contacts on the tab bar.
2. Tap the MENU button and then tap the magnifying glass to begin your search.
3. Key in the Contacts first or last name and select that contact from the list by tapping on the name.

Note: The find feature will be based on the Records Sort, discussed in the Sorting Records section. So, for example, if I sort my contacts by City Name, the find feature will look up alphabetically by City Name (instead of by contact name).

See Also:

Sorting Records

Filtering Records