Go to WebsiteBox
Contacts
Articles and Helpful Information About The Contacts App
Using the Contacts App
Where is the CRM section & how does it work?
How do I add a contact and their information?
How do I import or export contacts?
How do I send a message to a contact?
How does team sharing and collaboration work?
How do I edit a contact’s record?
Where do I view the history of actions related to a contact (Activity Stream)?
How do I make and keep a note about a contact?
How do I set up a reminder, task or meeting related to a contact?
How do I send a listing to a prospect or set up an alert search for sending?