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...
Mon, 27 Jul, 2020 at 8:40 AM
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...
Thu, 30 Jul, 2020 at 10:45 AM
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...
Wed, 5 Aug, 2020 at 3:36 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, 23 Jul, 2020 at 12:21 PM