How do I search for a contact in CRM?

In the Journey AI CRM, you can search for individual contacts and view the details of their contact cards. Following are the step-by-step instructions for the same.

 

a. Log in to  https://accounts.hyly.app and navigate to the CRM app.

b. You can find the Search Bar at the top right corner.

c. You can try searching for a contact by Name, Contact Number, or Email ID.

d. Click on the contact once it appears on the search list.

 

Search contact 1

 

e. Now you'll be taken to the Contact Card of the contact. You can check the details of the contact from here.

 

search contact 2

 

Next:

How do I manage Contact Cards in CRM?