From your dashboard, click on “CRM” and then “View Vendors” on the left side of the screen.
In “View Vendors” you’ll notice two types of searches at the top of the screen, “Search” and “Advanced.”
To do a simple search, stay in the “Search” tab and type what you are searching for in the search box. Click the “Search” button on the right when you’re done.
Your matching results will be displayed below the search box. Depending on how many results you have, you can also choose how many results you want to display per page.
If you would like to get more specific with your search, click on the “Advanced” tab at the top of the page.
You can conduct your search with any of the isolation fields, allowing you to search those specific fields. Click the blue “Search” button at the bottom when you’re done.
Your matching results will then be visible at the bottom of the page. In this case, there was a search based on Vendor Type and Lender was chosen. You can see the results below.