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How do I use advanced search on accounts?

Maxime avatar
Written by Maxime
Updated over 3 weeks ago

Advanced search is very easy to be used. There is a few steps that you have to follow:

  1. Click on Accounts submenu from CRM module.

  2. Click on the

    Monosnap

    from the right side of the page.

  3. Click on Advanced search button.

    1.png
  4. Add text to the fields you need.

    2.png
  5. Select the options that you need from highlighted fields by clicking on the arrow.

    5.png
  6. And last thing to do is to click on Search button.

    4.png
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