If you wish to find a particular company, the easiest way to do it is right from the Quick search bar! This is how 👇
Access the Home page to begin your search. Start typing inside the Quick search box to receive suggestions:
You can enter Company Name or Company Website (This is how 👇)
You can enter the name of a Contact as well. We recommend First name +Last Name, but either/or works (This is how 👇)
Afterwards, select the right record from the drop-down suggestions and click on it to open the Companies/Contacts card and see full details.
That's it!
Reach out to your CSM if you have any questions via email or through the in-app chat service.