How can I find an existing contact record?
To search for a record
To browse for a record
1. Click the Contacts tab.
2. If you need a quick search, just start typing in the Live Search box and select the desired contact from the pull-down menu that appears as you type.
3. Or, browse by the first letter of your individual contact’s last name or by the first letter of your company contact’s company name.
4. Or, use filter pull-down menus to browse by: All contacts, Individuals, Companies, Most active, Not contacted in past month, Not contacted, and Tags.