The Search Feature in the Zuant App allows a user to search for Contact or Company information that you have loaded into your account, or from leads you have previously captured
Step 1 - Search
Tap the 'Search' box. You need to enter a minimum of three letters for the search to run
Step 2 - Choose
You can then choose to search for a person or a company. The app will search for companies by default. Tap 'Contacts' to search for a person.
Step 3 - Contacts
When searching for a person, tap their name from the 'Contacts' list, and their information will populate the form
Step 4 - Companies
This will populate all of the pre-loaded company information into your form so that you can add a new contact to a company record without filling out every field each time.
When searching for company data, tap 'Companies' and choose the company from the list. You can then either:
Add a new lead for an existing person at the company
Or
Add a new person with the existing company details. Existing company details, such as company name and address are automatically populated into the form.**
**Please note: Your event form will need to be specially configured to search for additional Company data (not including Company Name). Ensure you speak to your dedicated Customer Success Manager about setting this up if you would like to be able to search for detailed company-specific data in your account.
For more information, click below to view the PDF guide with images/videos