Search - Select any single criteria or any combination of multiple criteria and click on Go. To select multiple items, hold down the Control key (PC) or Command key (Mac) as you highlight your selections.
Display all records - To display all the records available in your account click on Go without specifying any criteria.
Search by Account Manager – or other Assignment category to display records by Account Manager or Region before clicking Go.
Advanced searches – the sample Search screen shown on the previous page is typical for most account managers. However, depending on your access privileges you may not see the lead assignment search area shown above. In addition, the Special Interest search is only displayed for those databases with the Special Interest fields turned on. Alternately, if you have advanced access privileges, you may have access to additional functions on the search screen, including CRM Management, Sales Opportunity Search and Search Unnamed Campaigns.
CRM Management: Search by a specific date or date range for fields such as call-back date, date entered, date updated and date contacted as well as other marketing parameters such as lead source and marketing mix.
Sales Opportunity Search: Search opportunity-specific fields such as Opportunity Status or Opportunity Source. Opportunity management is discussed in greater detail later in this guide.
Search unnamed campaigns: On occasion, records may be entered into the database with a Campaign Code that does not correspond to an existing Campaign in the database. In these cases, the Campaign Code displays with the prefix “ID=.” Users can search on records with non-standard campaign codes by selecting “Leads with no campaign” in the Campaign field drop-down list on the Search screen and clicking Go.
Save search – To save time running your most common queries, you can save the search and sort parameters so that you can later run the saved search with just one click. Perform a search as usual, entering the desired parameters and sort parameters in the main Search screen and clicking Go. On the Search Results screen, click on the orange Save Search tab above the results. Enter the desired name for the search and click on Submit. Your Search is now saved and can be accessed at any time by clicking on the orange My Searches button near the upper left-hand corner of the main Search screen. The pop-up window will display all of the searches you have saved. Select the desired search and click on Submit. This will run a real-time query on your records and produce Search Results using the search and sort parameters specified when you created this search. If you wish to delete a saved search, go to My Searches, select the desired search and click delete. A pop-up window will appear asking you to confirm that you wish to delete this saved search.
Special Search Functions - Select any single criteria or any combination of multiple criteria and click on Go. Download results and save to your hard drive. Download using mailing list, basic fields or a Custom Download you have created.
Search or Browse Contacts – The Contacts button immediately creates a list of all of the primary and additional Contacts for all records to which the user has access. Like the Accounts function, users can perform simple searches by Contact name. To review Contacts, click on Contacts from the top navigation bar on any page. This displays all records to which you have access in alphabetical order by Contact Last Name. To see all Contacts with last name beginning with a specific letter, simply click on that letter in the alphabet bar above the results. To return to the full results, click on All. To search for a specific Contact, enter the full or partial last name in the Contact search box to the right of the alphabet bar and then click “Go.”
