How to Filter and Search CRM Interactions by Type

Step 1

Log in to management.webCemeteries.com

Step 2

Search Contacts & Customers for the contact you wish to see.

Step 3

When you click on the contact you wish to see, all of their interactions will display.

Step 4

To filter by interaction type, you can choose the interaction type from the drop down.

Related articles

• Page:
  How to Filter and Search CRM Interactions by Type
• Page:
  Searching the CRM
• Page:
  Marking a Record as "Do Not Contact" in the CRM
• Page:
  How to Add(or Update) Action/Interaction Types in the CRM
• Page:
  Upcoming Interactions