There are multiple options to locate a contact your agency is working within Marketscape CRM.
Find A Contact
- From the main navigation, navigate to Contacts > Find a Contact
- Contacts can be searched by Name, City, State, or ZIP Code and limited by contact owner
- When choosing the contact owner, or manager, you can select any individual employee, including yourself, or "All Employees"
Search Contacts from Contacts View
The Search Contacts function is located on the left side of the page on the main Contacts view. You may search on any information within accounts in Marketscape CRM by selecting the appropriate “Search On” field. For more information on this functionality, click here.
For information on researching and locating facilities within market data, click here.
- Contact Details
- Creating a Contact
- Associating a Contact to an Account
- Adding a Contact from Market Data
- Merging Duplicate Contacts