Managing contacts
9 articles
View app activity in the desktop dashboardHow to view recent app activity from the desktop dashboard
View referral partners in your desktop dashboardHow to view referral partners in your desktop dashboard
The Contact CardThe contact card displays a snapshot of each contact above your contact list.
Lead GroupsHow do lead groups work? When should I use them?
Log Notes on Contact Record(s)Notes help you keep track of details about your contacts.
Using contact tagsAdding tags is an easy way to categorize and manage your contacts, leads, and customers.
How to import contactsHow to import contacts from the dashboard
Delete contacts from your Desktop DashboardRemove contacts from your dashboard
Editing the email address for your existing contact