Vital CRM
Description : Company Query/Search (Criteria search and Keyword search)

In the system, you can use the search function to set various search filters with criterias, and select the company list you need in the fastest way.

Criteria Search:
1. Go to [Company] tab, you can see the search function at the top, click [More criteria] to expand other search criterias.


2. You can select the criteria option you need to enter, or expand the criterias to see more related query functions.

 
Keyword quick search:
You can see the magnifying glass icon on the upper left of the system homepage screen, click the "inverted triangle" button next to it, and you can freely choose other search criteria, including "search customers", "company" and "keywords".

In the system, you can use the search function to set various search filters with criterias, and select the company list you need in the fastest way. (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4399