How do I search for customers in the web console?

  • Log in to the Onsight web console at https://sales.onsightapp.com/.
  • Click on ‘Customers’ from the left-hand side menu.
  • You will see a list of all of your existing customers.
  • Enter the name or code of the customer that you would like to find in the search box.
  • Click the ‘Search’ button.
  • You can use the ‘Customer group’ dropdown to filter by customer groups.
  • You can use the ‘Sales rep’ dropdown to search by sales reps allocated to customers.

 

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