Follow the below steps in order to search for a contact on the agent dashboard.
Step 1: In order to search for a contact, Open the contact card on the dashboard by clicking on the (+) plus sign in the bottom left corner as shown in the picture below.
Step 2: Within the contact card, click on the search bar which is located on the left, and input the client's first name, last name, phone number, or email address. Agents are also able to create new contacts from this view by clicking on the “Create Contact” button. See the picture below.
Step 3: If multiple contacts share credentials, an Agent can scroll through a list of contacts matching the search credentials and select the contact they are searching for by clicking on it.
