1. Click on the Search Bar
2. Type Any Information You'd Like to Find
Here you can search for client names, client phone number, client address, deal names, deal numbers, proposal numbers, invoice numbers, etc.
3. Click on "Search"
4. See How All Deals/Jobs Related Appear Here
5. Also Find Leads/Contacts with These Characters
Scroll down to find it
Note: If you want to look for an specific address, you'll need to add the basic information, so only street, avenue, road, etc. (any street suffixes). NO City, NO state, NO Zip Code.
Using the picture above, an example of a search bar will look like this:
