Stop hunting through endless records to find the right person. This module teaches you how to use the Human Search tool to locate any contact across your entire agency instantly. You will be able to find any client or lead with just a few keystrokes, keeping your day moving without interruption.
Stop digging through folders to find specific clients, prospects, or partners. This module teaches you how to use the global search tool to pull up any record across your entire database instantly. You will be able to jump directly to the information you need and keep your day moving without interruption.
