Contacts
Select “Contacts” located on the toolbar at the top of the page. Click the “Import Contacts” button on the top right-hand corner of your screen. Click “...
Tue, 15 Jun, 2021 at 3:22 PM
Click “Contacts” on the toolbar at the top. Click "Advanced Search" button on the top right next to “Filter” button and enter search criteria t...
Tue, 15 Jun, 2021 at 12:45 PM
From your main dashboard, select “Contacts” on the top toolbar. From your contact list, click anywhere on the contact’s information to view it in detailed...
Tue, 29 Mar, 2022 at 5:01 PM
From the List View of your contacts page, click on the “Advanced Search” button. Fill in search criteria such as “Source” and “Status.” Use the search dr...
Mon, 14 Jun, 2021 at 4:30 PM
From list view, select “Advanced Search”. For search criteria such as first name, company, address, etc. you will be able to select different matching fea...
Mon, 14 Jun, 2021 at 4:32 PM
From list view, select “Advanced Search”. Scroll down to “DOB” and select your search criteria from the dropdown. Selecting “On” will allow you to enter ...
Mon, 14 Jun, 2021 at 4:39 PM
From list view, select “Advanced Search”. Selecting the field next to date added will produce a dropdown. Selecting “All” will show all contacts regardle...
Tue, 15 Jun, 2021 at 9:10 AM