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