YouTube Link: https://youtu.be/kTrxhZruHEU

To search for an individual, use the General search option.
  1. Navigate to CRM
  2. Select Prospecting
  3. Select Search
  4. Select General
  5. Enter the ID number or property address
  6. Click Search

 

 

                    7. Click on the View action button to view details

 

 

 

To search for Company, use the Company search option.

  1. Navigate to CRM
  2. Select Prospecting
  3. Select Search
  4. Select Company
  5. Enter the Company registration number
  6. Click Search
  7. Click on the View action button to view details