How to Search for Opportunities and Contacts

You can search for your opportunities not only by the actual Opportunity name, but by other fields as well. Use the "Search on Salesforce" option to extend your search.

These are some of the fields you can use to search your opportunities: 

• Company Name

• Stage Name

• Forecast category name

• Next Step

• Lead Source

• Type

• Owner Name

• Description

• Record ID

Anything not on this list is considered "Content" so most custom fields will be searched
*Some fields will be ignored

Searching for an Opportunity

1. Tap on the "magnifying glass" icon in the upper right corner 

2. In the search field, enter some text you'd like to search on

3. A list of search results will appear, if you don't see what you're looking for you can tap on "Search on Salesforce"

4. Additional search results, if found, will display there

You can also search on various fields and content for contacts in Tact. If you don't see what you're looking for you can use "Search on Salesforce" to extend your search. 

Searching for a Contact 

1. Tap on the "magnifying glass" icon in the upper right corner 

2. In the search field, enter some text you'd like to search on

3. A list of search results will appear, if you don't see what you're looking for you can tap on "Search on Salesforce"

4. Additional search results, if found, will display there