Search for a contact
To locate a contact in the list of contacts, you can do it by typing in the search engine: first name, last name, email, name of the solar advisor assigned to the contact, type of contact or contact source.
Filtering a contact
You can filter the list of contacts so that only those that belong to a specific solar advisor appear:
Once located, you will be able to select it to enter its Contact file.
Note: If the desired contact does not appear, it may be because you do not have the permissions to view it. For more information read the Roles manual