- First, from your Contacts page, click on Advanced Search.
- Next, select Field and use the dropdown menu to identify the field you wish to search by
- Depending on your search field, select from the available qualifiers to further narrow and refine your search
- You can narrow or expand your search with more fields by clicking on "Add Condition"
- Between multiple conditions, select “and” to include results that fulfill all of your conditions. Select “or” to include results that include one or more of your conditions.
Please note: while you will not see the option of "NOT" when adding a new condition, each field includes negative or exclusionary options as part of the available qualifiers for that field.
- Select Submit Query to return contacts that meet your search criteria
Running powerful searches that harness the power of your data is one of the great advantages of CallTime.AI. Be sure to get the most out of this by reading our collection of articles on many of the types of searches you can run on your data. You can do so by following this link.
Additionally, you can read here to learn about how to create Saved Searches for those queries you plan on returning to regularly, or Smart Searches for criteria you wish to track and compare over time.
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