Search for contacts within your CRM

help | 2 Coligo DESKTOP | User interface | Phonebook | Search for contacts within your CRM

Make sure that Coligo CONNECT is activated and that you have a link with your CRM of choice. For further information see Coligo CONNECT.

To search for contacts within your CRM

1 On the user interface, click on

The Phonebook opens.

2 Enter your search query in the search bar.

3 Click on

You search within your CRM and up to five best fitting results are shown.

Click on the name of the contact to make a direct call.

Last modified date: 09.25.2023