Getting started

Use Search and create

Choose the right action when looking for or adding data.

How to do it

Open Search and create in the BU header or press Ctrl/Cmd+K.
Choose an explicit New contact, New company, New deal or New task action for a new record, or select a search result to find an existing one.
To create a custom table, open Objects and create a custom object with its fields before adding records.

A new custom object is a table; a New record action adds one row to an existing object.

Quick search only includes records in the loaded lists and respects the objects your role can view.

Tell us your BU code and the step where you got stuck. Do not include passwords, BU PINs, tokens or recovery codes.