Search for a Key Person in the Enterprise Application

This article provides steps on how to search for a key person across all organizations in Enterprise.

Some key people are affiliated with more than one organization and you might want to see all the organizations they belong to before you reach out to them.


Complete the following steps to search for a key person across all organizations in Enterprise:

1. On the main screen click on the Key People tab.

Note* Example: Sarah Brown is affiliated with many organizations. But, if the list is long and there are multiple pages you might not see all of her organizations. You can use the Search feature to search a name and locate all the affiliated organizations.

2. Enter the person's name in Search and hit enter. (Example: Sarah Brown is affiliated with four organizations.)

3. Click on the person's name to view their details.

Note* From here you can email or text a Key Person, or create a note about a phone call or meeting or create a general note. You can also edit the details viewable on this page or view their full profile.

Note* The video is best viewed at full screen. Press Esc on your keyboard when you are finished viewing. 

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