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

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