Search

Use the messeji Search functionality to quickly and easily access Meetings & Tasks.  Search for Meetings & Tasks via Title or an associated Opportunity, Company, or Contact.

  • Start typing the applicable Meetings or Tasks Title or an associated Opportunity, Company, or Contact
  • Search will display
    • Whether the Search result is a Meeting or Task
    • Meeting or Task Title
    • The Search term
    • Date
      • Meeting Date
      • Task Due Date

Search for specific Meetings of Task by Title

  • Enter all or part of the Meeting Title
  • Enter all or part of the Task Title

Search by Association

Search for groups of Meetings or Task

  • Search an Opportunity Name to see all Related Meetings
  • Search by Company Name to see all Related Meetings
  • Search by Contact Name to all Meetings & Tasks
    • Meetings where the Contact was an Attendee
    • Tasks assigned to the Contact
Updated on 12 November 2020

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