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How to Search by Owner

Step 1

Log into webCemeteries Management.

Step 2

Hover over "CRM" and click "Owners". 

 

Step 3

Some common ways to search are by section in the drop down menu or by entering the owner’s first and/or last name. You can even filter your search down to the Grave level. Once you have the search filters filled out, click "Search." 

 

Step 4

Your search results will appear below. Click on the name of the owner to access the owner profile page. 

 

Step 5

On the owner profile page you can view owner details, edit owner details, add interactions, see history, merge owner records and view and upload owner documents.  

 


Video Demonstration