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Searching for contacts
Contacts can be looked for via 
/ 
. There, a search tool very similar to the one in a Search Client Page (except that a drop-down menu allows to filter search by clients or prospects or both of them) provides several search criteria :
Prospects appear there in a light mauve background while regular clients appear in a grey one.
A click on a client/prospect name displays in a pop-up windows her/his personal information. General information is featured such as city, zip, phone numbers... is featured ; also, if there is any, the next action that as to be done for her/him.
The salesperson in charge for each contact, if s/he exists, is also featured.
As for buttons at the right, they allow to :
: displays the list of actions done on this contact ;
: create a new action on this contact ;
: create a new 'information' on this contact ;
: view individual letters sent to this contact ;
(for prospects only) : editing a prospect's general information, similarly as seen in Fig.Adding a prospect (for modifying a client's general information, go at her/his Client Management Page).
Next: Creating contact lists Up: Contact managing Previous: Upgrading a prospect