Getting Started
On your homepage, the “Prospects” box under Contact Manager allows you quick access to your prospects Click the blue number next to “Added in Last 30 Days...
Thu, 2 Jul, 2020 at 12:23 PM
On your homepage, the “Leads” box under Contact Manager allows you quick access to your leads. Click the blue number next to “Added in Last 30 Days” to se...
Mon, 6 Jul, 2020 at 3:25 PM
On your homepage, the “Clients” box under Contact Manager allows you quick access to your clients. Names in this category will be separated into 3 groups...
Thu, 2 Jul, 2020 at 12:39 PM
From your main dashboard, select “Contacts” on the top tool bar. Click the “Standard View” icon above your calendar. A drop-down listing the options “St...
Thu, 2 Jul, 2020 at 3:26 PM