The Sales Module allows you two primary ways to search the information. The first way is by the “Enter Account Name” box located in the top right corner. This box is located on every page in the module and is a quick way to search for an account.
The second option for searching is the Search field on the task bar. This allows you to search by Account, Contact, and Opportunity name. From those drop downs, you are given the ability to narrow your search further by selecting from the three criteria boxes, and typing the additional information you need to provide. The results will show directly below your search parameters.