Working using search
Using M3 CLM Web, you can perform a basic search or an advanced search with search criteria.
You can do search using these entities:
- Account
- Account Notebook
- Activity
- Activity Notebook
- Competitor
- Competitor Notebook
- Contact
- Contact Notebook
- General Object
- General Object Notebook
- Issue
- Issue Notebook
- Issue Resolution
- Opportunity
- Opportunity Notebook
- Project
- Project Notebook