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Customer Search

Customer Search and Customer Configuration

Updated over 6 years ago

There are two ways to search for customers:

First way is by using the top search and type in the customer name and find your customer.

Second way is to click on the Outbound menu option and then click View Customers. The results here can be filtered in two ways:
โ€‹
โ€‹Search Filtering: Type in either a Name, URL, Address, Contact, or Status.

Advanced Filtering: Click on Advanced to filter by a combination of one or more fields.

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