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
Direct Search
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