Finding Records

To find records quickly in SalesNOW, start by clicking on the appropriate tab - such as Contacts, Companies, Leads, Deals or Cases- to display the list of records. To find a specific contact, Mike Macdonald for example, do the following:

1. Tap Contacts on the tab bar. If the Contacts tab is not visible, tap More, and then tap Contacts
2. To search for Mike MacDonald's name, tap the magnifying glass at the top right of the view and enter your search criteria - such as Mike, if contacts are sorted by first name, or MacDonald, if contacts are sorted by last name.
3. To open Mike MacDonald's contact record, tap the record.

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