Managing Contacts
Busy professionals need to maintain a large portfolio of Contact information such as email address, physical addresses, and phone numbers. Learn how to easily find, create and keep in touch with your Person and Company Contacts.
- Search for My Contacts
- Search for Firm Only Contacts
- Add a Firm Contact to My Contacts
- Create New Person Contact
- Create New Company Contact
- Add Contact to a List
- Call Contact
- Email Contact
- Text Contact
- Locate Contact
- View Contact Details
- View Contact Relationships
- View Contact Marketing & Working Lists
- View Contact Opportunities
- Add Activity to Contact
- Edit Contact