Search for Records

You can search for organizations, contacts, opportunities, projects, and campaigns in the Activity Zone.

To search for records:

1. On the header bar, click Activity Zone.
2. Click one of the following options:
   • Quick Find Organizations
   • Quick Find Contacts
   • Quick Find Opportunities
   • Quick Find Projects
   • Quick Find Campaigns.
3. In the search field at the top, enter the name or part name of the record that you want to search for, and then click .
   A list of records that match the search criteria displays.
4. Click a record to view it.
5. To view emails and documents linked to the record, click the Documents tab on the open record.