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How-toCRM Mini

How do I find a contact again in CRM Mini?

Under “Contacts”, one field searches name, company, email, phone and notes. The / or F key jumps straight into search. Below it, you filter by Today, Soon, Waiting, Later, Won, Lost and No step.

  1. Open “Contacts” or press /.
  2. Enter a search term. For phone numbers, four consecutive digits are enough.
  3. Optionally tap a filter. A second tap or “Remove filter” clears it.
  4. Status, next action and timing can be changed directly in the list.

Next step

Open contacts

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