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Is there a function that allows me to search by company name and that searches all of the modules. 

Question asked by Paul Van Wijk on Jan 31, 2018
Latest reply on Feb 6, 2018 by Glib Konotop

I am new to an established system.  There are multiple active companies and leads.  

 

What is the best way to search prospects by name that may be in the lead or a company or company module.  Does it require searching in both the leads module and the company module every time a new opportunity comes up.

 

I would like to enter a company name into a search field and see all activity whether it is a company or lead.  Is this possible?

 

Any direction would be greatly appreciated

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