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title: "CRM Search"
canonical: "https://help.telegra.de/space/MCCE/9561348868976/CRM%20Search"
format: markdown
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Admins and Agents can search for CRM records. This can be used to make an outbound call, send an email, or search for customer records.

When a call or email comes in, CRM attempts to match the customer to a CRM record (using the call number or sender email address to identify them) and displays the record in the Agent Portal. You can view and edit the details that are displayed to agents.

![Suche nach CRM-Einträgen im telegra Contact Center](media://65ff1f7e-487e-497c-88b4-c03faf33a30e)

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### This is how you search for a CRM record:

- Click ***Customers → CRM*** in the menu bar.
- A list of CRM records that are currently saved will be displayed.
- To refine the data displayed, select (tick) or deselect the items to be displayed from the drop-down menu at the top of the contact list. By default, all items are checked.
- To search for a specific CRM record, you can search by specific criteria, such as customer number.

> 📝 **Note: **You can search by multiple criteria, such as a contact name and a customer number.

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**See also:**

> Macro (pagetree)