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Using the Search Box
Using the Search Box
Kayla Bergenske avatar
Written by Kayla Bergenske
Updated over a week ago

Regardless of where you navigate to in the system you will see the Search Bar to search for any prospect or customer. The Search Bar is located at the top of the screen next to the New Prospect icon. 

Here you may start typing any of the following of the person or company you are searching for and it will begin to populate results. (First Name, Last name, Company Name, Phone Number, Estimate Number, Invoice Number, Email or Street Address)


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