Manage Contact
Click “Contacts” located on the grey toolbar at the top of your page Click on the name of the contact you wish to set a follow-up with Under Manage Conta...
Thu, 2 Jul, 2020 at 1:31 PM
From your main dashboard, select “Contacts” on the top toolbar. This brings you to the main contact page (List View). Find the blue header links below the...
Tue, 7 Jul, 2020 at 4:26 PM
From your Contacts page, find the “Mine” icon located above your event calendar Click the “Mine” icon. A drop-down menu with the options “My Contacts” an...
Thu, 2 Jul, 2020 at 3:31 PM
From your main dashboard, select “Contacts” on the top toolbar. Click “Add New Contact” on the right side of your screen below “Take action.” Fill in con...
Thu, 2 Jul, 2020 at 3:36 PM
From your main dashboard, select “Contacts” on the top toolbar. Click anywhere on the contact’s information to view it in detailed view and make edits. I...
Thu, 2 Jul, 2020 at 3:54 PM
From your main dashboard, select “Contacts” on the top tool bar. From your contact list, click anywhere on the contact’s information to view it in detaile...
Sun, 5 Jul, 2020 at 5:29 PM
From your main dashboard, select “Contacts” on the top tool bar. From your contact list, click anywhere on the information of the contact you want to edit...
Fri, 3 Jul, 2020 at 10:35 AM
Go to the list view by clicking contacts on the top toolbar. Search for the contact you wish to call. Click the green phone icon located on the right sid...
Sun, 5 Jul, 2020 at 5:08 PM
Navigate to the detailed view of the contact you wish to edit. Find the Source field in the right column. Click the field to show the source dropdown. ...
Sun, 5 Jul, 2020 at 5:21 PM
Navigate to the detailed view of the contact you wish to edit. Find the Status field in the right column. Click the field to show the status dropdown. ...
Sun, 5 Jul, 2020 at 5:22 PM