New in Enterprise – Find everything instantly with Elastic Search

Have you ever searched for information in your CRM… only to find nothing? With Enterprise 12.2, those days are over.

✅ What you’ll learn
- Run a search across all your entities (companies, contacts, opportunities, emails, documents, etc.) using a single field
- Read and interpret results ranked by relevance
- Filter the display by entity when you know where to look
- Search right down to the text content of your documents

🎯 Why it’s useful
No more fruitless searches or switching back and forth between entities. Elastic Search saves you precious time by centralising all results in one place — even when you don’t know exactly where the information is in your CRM.

🔧 Tool used: Efficy Enterprise 12.2
📌 Who’s it for? All CRM users (sales reps, customer relationship managers, managers, support teams, etc.) who handle large volumes of data and need to find information quickly.

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📎 Find out more: https://www.efficy.com

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Видео New in Enterprise – Find everything instantly with Elastic Search канала efficy Group