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   To find and view contact information:

1. Enter a contact name or phone number in the Contact region.

You can also enter information in the Account region to help you narrow your search.

2. Choose Fuzzy Find.

Fuzzy Find searches for a match based on your criteria. For example:

• If you entered John Doe at Technology Inc. in Dallas, Fuzzy Find searches for John Doe at Technology Inc. in Dallas.

• If no records are found, it continues to search for Technology Inc. in Dallas.

• If still no records found, Fuzzy Find searches for Technology Inc.

   If you cannot find your contact:

1. Perform another search using less restrictive criteria.

For example, enter fewer characters of the company name or enter fewer characters of the last name.

2. If you entered a contact name only and your query was unsuccessful, enter the name of the account with which this contact is associated. From the Search Results window, choose the Contacts button to view a list of all contacts at the account.

Attention: You may not be able to locate a contact because it belongs to an account you do not have access to. Your territory administrator determines what accounts you can access. To see all contacts you have access to, enter a % (wildcard character) in the Contact Last Name field of the Find Account or Contact window; make sure all other fields are empty and choose the Fuzzy Find button.

   If one or more contacts are found:

1. View the contacts matching your search criteria in the Contacts window.

• If only one contact is found, a detail window opens.

• If several contacts are found, the Search Results window opens. You can scroll up and down or left and right within this window to view a summary of contact information. Select a specific contact and drill down to view or update detailed information about the contact.

2. If the contact you are looking for is not listed, add it by closing the window and entering it on the Contact's tab.

Note: The Advanced Search window lets you search for a contact in context to a sales team.

For more information on the Advanced Search window, see Using the Advanced Search Window: page - 4.

Attention: You may not be able to locate a contact because it belongs to an account you do not have access to. Your territory administrator determines what accounts you can access. To see all contacts you have access to, enter a % (wildcard character) in the Contact Last Name field of the Find Contacts window; make sure all other fields are empty and choose the Find button on the toolbar.