Contacts
Create, Edit, View, and Manage
Contact Detail Page
- Contact Detail View – A Walkthrough
- Contact View - Summary Tab
- Contact View - Communication Tab
- Contact View - Automations Tab
- Contact View - Transactions Tab
- Contact View - Tasks Tab
- Contact View - Notes Tab
- Contact View - Related Contacts Tab
- Contact View - Activity Log Tab
- Contact Detail View – Tags
- Contact Detail View – Custom Contact Fields
Contacts Page
- Contacts - Table View vs. Pipeline View
- Manage Columns in Table View
- Using Mass Actions in Contacts
- Reassign a Contact to New Owner or New Assignee
- How to Delete Contacts and Transactions
Filters
More Functions
- How to Use Universal Search to Quickly Find and Interact with Contacts
- Referral Partner Report
- Using Custom Contact Fields
- Import Contacts with CSV or XLSX File - Aidium
- Manually Create a New Contact
- Transfer a Contact to Another Team
- How to Use Universal Search
- Understanding Preferred Name (Nickname)
- Quick Tips - Create a Contact and Add a Referral
- Export Contacts to CSV
- Assign Related or Referral Contact