Find and view customers

  1. At the top of the page, click Network to open the Network page.
  2. To search for a specific customer, type the name, or part of the name, of the customer in the Search field, and click .
    To find more search options, next to the Search field, click .
  3. To filter the customer list, click one of the filter boxes under Quick filters or Categories:
    Quick filters
    Ready-made filters that you can use to find the customers that you need.
    The system creates categories automatically, for example, to identify business partners that have been invited to a campaign. You can also add and remove categories manually.

    To stop using a filter, click the filter box again.

  4. To view the information of a customer, next to the customer's name, click .