How to search for Accounts (Desktop)

In this session, you'll learn how to search for accounts and contacts using the desktop version of sales-i.

You'll discover:

  • The three types of searches you can run; quick, advanced, and general
  • How to save your account searches
  • The ways you can narrow down your search criteria to make your results more meaningful

    Getting started with Autopilot-1

Recording taken from the Live Learning webinar on 3rd June 2021. 

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