Using Find screens

You can search for an entity record using criteria on the Find screen.

1. On the top bar, click the Search arrow and click <Entity>.
2. Click Clear to clear your last search from the Find screen.
3. Enter search criteria. You can combine any number of criteria to narrow your search.
   • To search for keywords across specified primary entities, enter them in Keyword Search. You can include wildcard characters in the search. For more information, see Using Keyword Search.
   • You can search by numeric value if your system administrator has added numeric fields to the screen. For example, if a custom field called Opportunity: Total Quoted Price is added to the Opportunity Find screen, you could search for opportunities with a total quoted price over $10,000. Alternatively, you can use Advanced Find to search for a numeric range. For example, you can create an Advanced Find based on quotes that searches for quotes with a Net Amount between two values. For more information, see Using Advanced Find.
   • You can search by date if your system administrator has added numeric fields to the screen. For example, you could search for all leads created during a specific time period.
   • To use a wild card search, enter % before the value in a field. The returned matches contain this value. For example, to return all companies with software in the company name, enter %software in Company Name.
     To search for field values that contain the percent sign (%), use pipe (|) to specify that the percent sign is not a search operator. For example, to return all companies with % in the company name, enter %|% in Company Name.
4. Click Find. A list of search results is displayed. To open a record, click the link. Click tabs to view specific information about the record. For more information, see Company and Person tabs.
5. You can create a group to save the search results. For more information, see Creating a group based on search results.
6. You can perform actions on the search results. For more information, see Performing actions on search lists.