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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