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