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Please find attached below the topics discussed on this page:

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Where is the Customer Lookup section located?

The Customer Lookup is one of the topics under the Customer Service section:

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  1. Log in to the CRM instance and go to the left-side menu

  2. Scroll down and click Customer Service>Customer Lookup.

The search fields

In this section, the user has a multitude of search fields that can be used to look for a customer.

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