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home/Knowledge Base/CRM/Companies/Searching for a Company/Searching for a Company
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Searching for a Company

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Enter a company’s name in the search box and click ‘Search’.

Use the relationship filters to help with your search.

  • If you know they are a customer, choose ‘C’
  • Supplier – choose ‘S’
  • Prospect – choose ‘P’
  • Associate – choose ‘A’

For example, if you only wanted to see your customers on the map then you can click ‘C’.

Next Step: Adding a New Company

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