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Sales & Success Center: Improved Search for Managed Accounts

  

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Topic starter

We’ve improved searching in managed accounts by utilizing flexible entry. Salespeople won’t have to worry about sending duplicate messages to prospects as they can now enter phone numbers without having to enter the full number.

Improved Search
Improved Search1726×758 98.8 KB

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This is an awesome update! Can’t wait to learn more about the great things being released in Sales & Success Center

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This is awesome!! I work out of Sales & Success Center daily and this will make a big impact for our team!

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Topic starter

That’s great to hear Rini, glad this release is going to help out your team!

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I'm liking the update, is there a way to do an advanced search for the contact on the account?

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Topic starter

Hey John, at this time there isn't a way to do an advanced search using the contacts name, only their phone number.

But that's a good idea, I'll definitely relay that back to the team as we're always looking at ways to increase efficiency!

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