The search bar is a critical tool in the CRM, enabling users to quickly locate applications. CRM search bar automatically clears the search bar results between searches, streamlining the user experience.
The CRM search functionality also displays the stage and status of an app directly in the search bar results. This improvement provides users with quick insights into the apps progress without needing to open the lead file, saving time and streamlining workflows.
Benefits
Increased Efficiency: Quickly view critical information about an app's process stage without navigating away from the search bar.
Improved User Experience: Reduce the number of clicks and time spent locating important details.
Better Decision-Making: Instantly identify which apps require immediate attention based on their status.
How It Works
Login the CRM
Click in the Search bar
Enter app's name, last name, email, app #, phone number (Cellphone, Home Phone or Work Phone) or ALV ID.
As you type, the system generates a dropdown of matching apps.