Introduction to the Contacts page where you can Add, Filter, keep Notes, schedule Appointments, create Tasks and more
Introduction to the Contacts page where you can Add, Filter, keep Notes, schedule Appointments, create Tasks and more
Click ‘Contacts’ on the left side of the page. Here are some of the features of this page:
To Add a new record, click the ‘+’ sign on the menu bar at the top. Enter the details and click Save.
To find a record click in the Quick Search and enter any combination of the person’s name, company name, email address or phone number. Then, ENTER. When the results are displayed, click the one you want.
At the top-right of the pages are icons for Activity, Tasks, Notes, Documents, Payments and Associations. Click the one you want, then View, Edit or Add.
Here’s a link to a 3-minute video on the Contacts page:
