Besides the detailed search options on the search tab, PlaybookIQ also offers a quick search on the contacts tab. As you type in the search box, your contacts are filtered to all contacts with first name, last name, or company name starting with your search phrase.
Type sm … and as you type…
… smi …
This search box is also a quick way to find everyone in a given company.
We’ve made it faster
With recently improved indexing strategies, this search box is the quickest way to find someone when you know their first name, last name, or company. If you receive a phone call while at your desk, you can quickly find their PlaybookIQ CRM record, open it, and be ready to read through their comments and history all within a few seconds.
Give is a try at http://playbookiq.com. We think you’ll enjoy how quickly you can find and open a contact.