How to use the Total Search Feature in Prophet CRM.
Using Prophet’s Total Search Feature is a great way to search through all of your accessible Prophet Data without waiting for your views to load in each separate manager.
Step One: Open up your Total Search Tool located at the top of your Outlook window.
Step Two: Enter in the keywords that you would like to search for and click on “Search” or press the enter key. All of the items that show up in the search results can be opened up and edited.
Step Three: You can choose to filter through the results by selecting the checkbox next to the data type that you’d like displayed in the results.