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.
2. To search for Mike MacDonald's name, tap the magnifying glass at the top left 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