The search area is used for searching on clients, leads and debtors.
Client Search Criteria:
- Client Name
- Contact Name
- Client Number
- Work Phone
- Client City
- Client State
Search results example:
All Sales Agents have the ability to search and list every client available in CRM. If the sales agent is not a CRM Administrator or is not assigned directly to the client then only the information listed on the search will be available. The client detail view screen will not be available because the sales agent is not assigned to the client.
Limited Client Search:
Leads Search Criteria:
- Lead Name
- Contact Name
- Primary Phone
- SIC
- Lead City
- Lead State
Search results example:
Debtor Search Criteria:
- Debtor Name
- Lariat Account Number
- Client Name
- Client Account Number
- Debtor City
- Debtor State
Search results example:
