Symbient Opta User Documentation
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How to Search Customer Deals

Prerequisites: Customer Deals
Alternatives: None See Also: Delete Customer Deals
Add Quotes to Customer Deals

  1. After having created and saved a Customer Deal, you can search for the Customer Deal by clicking on CRM > Customer Deal from the left-side menu.
  2. Choose the Search method you'd like to use:
    1. How To Use Advanced Search
    2. How To Search Using Search Box
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