How do I find a specific customer on the platform?
Open the Contacts area and use the search box at the top of the list. Type the customer's name, email or phone number to find them quickly and open their profile.
Related
If it didn't work
- You can't find the contact: check that it has already been imported — see Import contacts.
- You have hit your contact list ceiling: see Contact limit.
- No access to the Contacts area: see No permission.