YouTube Link: https://youtu.be/kTrxhZruHEU
To search for an individual, use the General search option.
- Navigate to CRM
- Select Prospecting
- Select Search
- Select General
- Enter the ID number or property address
- Click Search
7. Click on the View action button to view details
To search for Company, use the Company search option.
- Navigate to CRM
- Select Prospecting
- Select Search
- Select Company
- Enter the Company registration number
- Click Search
- Click on the View action button to view details
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