Manage Contact
Click "Contacts" located on the toolbar at the top of your page. Click on the name of the contact you wish to set a follow-up with. On the righ...
Tue, 15 Jun, 2021 at 12:28 PM
From your main dashboard, select "Contacts" on the tip toolbar. This brings you to the main contact page. Find the dropdown at the top righ...
Mon, 4 Apr, 2022 at 11:54 AM
From your Contacts page, find the “Mine” icon located on the right-hand side of your screen. Click the “Mine” icon. A drop-down menu with the options “Do...
Mon, 4 Apr, 2022 at 11:49 AM
From your main dashboard, select "Contacts" on the top toolbar. Click "New" on the right side of your screen below your name. Fill in...
Tue, 15 Jun, 2021 at 11:31 AM
From your main dashboard, select “Contacts” on the top toolbar. Click anywhere on the contact’s information to view it and to make edits. In the right-ha...
Tue, 15 Jun, 2021 at 12:30 PM
From your main dashboard, select “Contacts” on the top tool bar. From the list view you can click on the +Notes button. Write any notes/comments in th...
Mon, 4 Apr, 2022 at 11:44 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 edit...
Tue, 15 Jun, 2021 at 11:35 AM
Navigate to the detailed view of the contact you wish to edit. Scroll down until you find the “About this Contact” section. You will see the original so...
Tue, 15 Jun, 2021 at 11:37 AM
Navigate to the detailed view of the contact you wish to edit. Scroll down until you find the "About this Contact" section. Click the "Sta...
Tue, 15 Jun, 2021 at 11:39 AM