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 Con...
Sat, 25 Jul, 2020 at 12:14 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...
Fri, 31 Jul, 2020 at 10:30 AM
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” ...
Sat, 25 Jul, 2020 at 12:31 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 c...
Sun, 26 Jul, 2020 at 8:51 AM
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...
Sun, 26 Jul, 2020 at 9:26 AM
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...
Fri, 31 Jul, 2020 at 10:39 AM
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 ed...
Sun, 26 Jul, 2020 at 12:00 PM
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, 26 Jul, 2020 at 8:07 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, 26 Jul, 2020 at 8:17 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, 26 Jul, 2020 at 8:21 PM