How to Search Customer Records by Sales Rep?

Updated on June 30, 2017 06:52AM by Admin

As a senior executive of a company's sales team, at times you would want to retrieve the records of the customers whose accounts are handled by a certain Sales Representative. This is possible in Apptivo Customers App. Lets quickly go over the steps.

You can search your user's customer records. You can perform advanced search action in order to get the result of particular sales rep.

Steps to Search Customers by Sales Rep

  1. Click on "Tiny" arrow found in "Search" field. You can view pop window "Advance Search".
  2. Start typing in the field, as it auto populates existing employee names.
  3. Select an employee from field. Click on "Search" icon.
  4. You can view the result as shown in the image below:
  5. From here you can update customer information using "Bulk Actions", if needed.
  6. You can also save this custom view and also export result into spreadsheet format.

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