Versions Compared

Version Old Version 15 New Version 16
Changes made by

Rebecca Kornblum

Rebecca Kornblum

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Select the search criteria field. The default search criteria is Last Name.

    Image Removed


    Image Added

  2. Enter the search criteria.

  3. Click the Search icon.

  4. The Lead Search Result popup will open with results.

...

  • Results displayed are based on viewing permissions (view permissions article).

  • Clicking a result opens the application on the right side of inFlow.

  • Search results can be exported to an Excel file.

  • If a red popup notification appears when attempting to open an application, you do not have the correct viewing permissions.