🔍 Atom's Intelligent Search
The search tool in Atom's Customers module is powered by TypeSense technology.
This functionality not only simplifies searching for information in your database, but also dramatically speeds up your team's internal processes, allowing users to access the data they need immediately.
To access this tool, simply go to the left sidebar menu and select the Customers module.
⚙️ How does the search work?
The search interface is designed to offer an extremely smooth user experience. To find a contact, you just need to do the following:
Click on the search bar within the Customers module interface.
Start typing the name, phone number or any other relevant criteria of the user you want to locate.
Real-time results! As you start typing, the on-screen results will filter automatically, reducing the options letter by letter as you continue writing.
💡 Use cases and benefits
In addition to its efficiency and speed, this tool is essential for your advisors' day-to-day work for the following reasons:
Time savings: Eliminates the need for tedious manual searches.
Immediate re-contact: It's the ideal functionality to locate a client quickly and resume an expired conversation by sending a Template.
Fewer clicks: It allows you to find a user's exact profile in seconds, instead of having to apply multiple system filters separately.
Find what you're looking for instantly! 🚀
Taking advantage of the speed and precision of the TypeSense-powered search will allow you to optimize your team's operational time and speed up re-contact to not miss any sales opportunities. ✅