Finding information

1. Tap Find on the homepage menu.
2. Select the entity category from Company, Person, Case, Opportunity, or Lead.
3. Enter one or more search criteria.
4. To start the search, tap the Find button.
5. If there's more than one page of results and you want to view another page, enter a page number and tap Go to page.
6. To drill down into the information, tap the record link or side arrow if present.
7. To find a communication that's linked to a company, person, or opportunity:
   • Find and open the company, person, or opportunity record.
   • Tap Communications from the list in the context area.
   • Tap Communications from the list in the context area.
8. For a company, person, or lead record, you can do the following.
   • If you're using a tablet, tap a phone number to create a new contact or update an existing contact in your tablet's contact book. This behavior is device dependent.
   • If you're using a smartphone, tap a phone number to make a phone call directly from any record containing a valid phone number.
   • To view a map of a contact's location, tap the Search icon in Address. To let Google Maps use your current location, tap OK. The map is displayed in a new window.

Sage CRM Mobile cannot display documents associated with a company, person, case, opportunity, or lead.