Search

One of the main advantages of using Produs Information Tool is to find the information about contacts, accounts and opportunities we had entered beforehand. That is why it is very important to learn and to master successful and fast search of information which we need to work efficiently.

Similar to recording of information, there are different ways of searching for the records in PIT. If we know where to search, on which opportunity, account or on which day, it makes searching easier - we can look within a certain module or directly in the calendar.

But most commonly, we use the Global search.

Global Search

Global Search can be always found in the upper part of the page.

Here you can search for records within the whole system. You can search them by complete words or part of the words. When you enter the word you are looking for, just press Enter on your Keyboard or click on the magnifying glass.

Since we are usually searching for a contact or account name, we suggest you turn of the „Detailed search“. This way the system will be searching within the modules: Leads, Accounts, Contacts and provide you immediate results.

The search results will appear sorted in groups (by modules). If your search was successful you will immediately see what you were searching for. If not, than we suggest you search for different keywords or turn on the „detailed search“ option. This way the system will search within all modules. The Detailed search usually lasts a few seconds more.

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ABC Search

We spoke about global search, which searches for records in the entire system. There are three other types of search within every module. One of them is ABC Search. When you click on individual letter, all the records starting with that letter will be listed. If you search within the Accounts module, all Accounts starting with selected letter will be listed. If you search within the Contacts module, all the Contacts, starting with that letter will be listed.

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Basic Search

Basic Search is another type of search within a separate module. Search is possible in every overview of every module. Basic search is shown on the image below.

This search is limited to defined data, such as customer's name, place, web page and telephone number if we are in Accounts module.

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Advanced Search

There is also an Advanced Search within every particular module. It can be found below the basic search at the top of the page. When you click the Advanced Search button, a new page will open and you can search in all fields of this module. The picture below is an example of advanced search in Accounts module.

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