Search Records by Criteria

Search Records by Criteria

This option enables you to search records based on the a search criteria. You can search records by criteria in two ways.

  • By specifying your own search criteria
  • By selecting the defined search criteria

To search records by criteria

  1. Click the [Module] tab. 
    Module refers to the Leads, Contacts, Accounts etc. tabs.
  2. In the [Module] home page, click the Search icon.
  3. In the Advance Search section, do the following:
    • Select the options from the drop down lists.
    • Enter the corresponding values in the text box below.
  4. Click Search.