How to use the Quick Find Search Box in Pegasus CRM

Описание: Go to http://pegasuscrm.net to learn more about Pegasus CRM.

By watching this video, you will learn how to use quick find search box in the Pegasus CRM for merchant services. There is no audio for this instructional video. There are step by step instructions to follow.

Step by Step Instructions

Step one -Begin typing to start the search. You can search by either Merchant ID Number, DBA name, Contact Name, or Phone Number.

Step two - Once the search results are displayed click on account that you wish to open and it will take you directly to the information page for that account