Search

Search works in a number of ways

1. Email Matching 2. Manual Search 3. Parse Search

There are also 2 extra options here

4. Bookmarks 5. History

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1. Email Matching

The system will take an email and search as follows:

a. tag matching (if there is a tag in the email) b. Person match (full match) c. Company match (on domain or on person email domain returning their company) d. Lead match

If no match is found the user is presented with the new Company screen.

Were there is no tag, all matches (person,company, lead) will be returned. The first item will be shown but if you click back to the Search area you will see all results.

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2. Manual Search

You can search on all available entities (this can include custom entities).