Using the Omni Search

Modified on Fri, Sep 15, 2023 at 4:47 PM

You can use the Omni Search to find a single customer or lead that match a certain set of parameters. 


You can also use the Omni Search to get a list of customers or leads that match a certain set of parameters. 



We will go through the parameters by columns.  Column 1



Once you have selected your parameters, select from the items on the top row



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