Workflow Basics
How to navigate through the platform.
- How To Search For Contacts
- Pivots Feature
- How To Search By Hospital Systems
- How To Filter Physicians by their System Affiliation
- How To Create A List
- How To Search With Pre-Made Codesets
- How To Filter By Geography
- How To Export Search Results
- How To Create A Search from Scratch
- How to Create a Saved Search
- What is in an Export?
- Extended Search Panel
- How to Create a Custom Codeset