Searching Records - Advanced

To perform an advanced search of records in SalesNOW, start by clicking on the appropriate tab - such as Contacts, Companies, Leads or Deals - to display the list of records.

The advanced search options vary based on the type of record selected:

• Contact Records can be searched by any combination of the contact's first name, last name, ZIP/Postal Code, company and contact type
• Company Records can be searched by any combination of the company name, industry, ZIP/Postal Code and company type
• Lead Records can be searched by any combination of the lead's name, status, type, company, contact and created from and to dates
• Deal Records - can be searched by any combination of the deal's name, status, stage, probability, type, company, contact and closing from and to dates
• Email Records can be searched by any combination of the email's subject, contact, company, deal or lead and from and to dates
• Call, Meeting and Task Records can be searched by any combination of the activity's subject, contact, company, deal or lead and from and to dates
  

To perform an advanced search for deals that are expected to close within the next two months and with a probability of between 81 - 100%, for example, click on the Deals tab. To perform this advanced search, follow these steps:

1. Click advanced search at the top right of the deals list

2. Enter the search criteria

3. Click search and the search results will appear below

4. To close the advanced search window, click basic search

Note: You can also include custom fields in an advanced search by clicking show custom fields in the advanced search window and entering any additional search criteria

See Also:

Searching Records - Basic