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A search icon helps a sales agent search for customer details based on different criteria.

image-20240308-140752-20240308-142617.png

An agent can search for any customer:

  1. using Customer (Bboxx) ID/name/phone

  2. by location:

    1. Agent shop

    2. Global Search

  3. by Customer status: only one status can be selected at a time

  4. by Agent filter:

    1. All: Agent customers + Portfolio

    2. Agent customers: customers that the agent has signed up.

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