Seek and succeed with Advanced Find

Get focused information about current and potential customers by creating queries that leverage groupings of relevant information. Advanced Find searches all types of data that you enter, including abbreviations. When the results come back, you can modify them and save the results as a view to share with your team. Microsoft Office Excel worksheets can be used to convert your results into visually compelling data for reporting.

View this video to learn how to create an Advanced Find query to locate entities and associated records to view, organize, save, export, and share.



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