Searching Contacts by area and phone number

How do I do a search with a tag first and then phone numbers in that tag?

Hi, @Barney_Kramer. You can do it all in one search.

Go to

  1. CRM > Contacts
  2. Click New Search to clear any previous searches
  3. Apply the tag criteria

image

  1. switch over to the phone/email tab and enter the phone starting numbers (area code)

image

Thanks for your help. Barney

*LEARN TO SELL OR DIE! *

*Sales has changed in significant ways and continued success requires
adapting and changing to new ways if continued success remains your
objective! And that’s where our training program comes in. *

*For a complimentary presentation contact me at my email below,
barney@smra1.com barney@smra1.com. *

Developing Strategies For Success! To schedule a free strategy session
click here. https://barneykramer.acuityscheduling.com/

S**incerely,

Barney Kramer, Business Strategist

www.smra1.com http://www.smra1.com/