How to Search AIM Data from Outlook

Last Updated: Mar 31, 2017 02:41PM MDT

Steps

 
  1. Click on the blue search icon in the home bar, 

     
  2. Enter your search criteria and click the search icon.





     
  3. For each search result, hover over the Actions menu to view a dropdown that allows you to
     
    • View or edit the record directly from AIM Inbox
       
    • Add an Event related to this record
       
    • Add a Task related to this record
       
    • View the record within AIM (in this example, a Deal record)







 
392647fbf4b1c47a802670a0a05876a4@altvia.desk-mail.com
https://cdn.desk.com/
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