Contacts

Articles and Helpful Information About The Contacts App

11 articles in this collection
Written by David Tsang

Using the Contacts App

The Contacts App Information & Display

Written by David Tsang
Updated over a week ago

Where is the CRM section & how does it work?

Written by David Tsang
Updated over a week ago

How do I add a contact and their information?

Written by David Tsang
Updated over a week ago

How do I import or export contacts?

Written by David Tsang
Updated over a week ago

How do I send a message to a contact?

Written by David Tsang
Updated over a week ago

How does team sharing and collaboration work?

Written by David Tsang
Updated over a week ago

How do I edit a contact’s record?

Written by David Tsang
Updated over a week ago

Where do I view the history of actions related to a contact (Activity Stream)?

Written by David Tsang
Updated over a week ago

How do I make and keep a note about a contact?

Written by David Tsang
Updated over a week ago

How do I set up a reminder, task or meeting related to a contact?

Written by David Tsang
Updated over a week ago

How do I send a listing to a prospect or set up an alert search for sending?

Written by David Tsang
Updated over a week ago