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
• Understanding Preferred Name (Nickname)
• 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

• How to Filter Your Contacts
• Create and Save Contact 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
• Quick Tips - Create a Contact and Add a Referral
• Export Contacts to CSV
• Assign Related or Referral Contact