How do you search deals by customer/contact name?
Nov 16, 2018 7:09 AM
How do you search deals by details other than deal name? If I want to search by customer name as this would be the most logical means of searching for most companies that have various orders... customers call up to enquire about their order, they give their name, they often don't know an order number, or even exact name of a product.
Surely there is a way of doing this?