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Leads tab

Michelle W. shared this question 9 years ago
Answered

You have removed the option to type in the customer name or company name, instead the "keyword" is the only option, however it does not work in retrieving a client's lead. I have to through customer tab, retrieve the customer then go through leads then client on the applicable lead . . . way to much wasted time. Why was this simple thing removed?


Example: under keyword typed Bayview Glen with 3 options coming up. Clicked on venue Bayview Glen with no leads to display . . . when I have an order in for Monday.


Help.

Comments (2)

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1

It looks like their is an error searching the organization. However, you can hit the enter button after typing 'bayview'.

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1

You should now be able to see the organization in the drop down list as well. Thanks!

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