Feb 2021: Data Management and Search Techniques
You have set up your database and imported records. Now, how do you find the records? Improve your data searching skills and make your database work efficiently for you using Clarity CRM search techniques – Quick Search, Form Filter, Filter, Time Filter, Product Filter and saving Views.
00:07 INTRODUCTION AND AGENDA
05:55 QUICK SEARCH
12:48 GLOBAL SEARCH
17:32 ADVANCED SEARCH
Creating/Using Views
Using Your Searches