To find a contact that already exists, find them by using the Quick Find.
First, click on the Contacts tab.
The Quick Find is on the lower left side of the page. From there, search for a Contact, Inquiry, Job, or Additional Contact. The searchable fields are:
- First Name
- Last Name
- Phone Number
- Email Address
- Job Number
Search in Prospects, Leads, Customers, or All Contacts.