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
Filters
More Functions
- Referral Partner Report
- Using Custom Contact Fields
- Import Contacts with CSV or XLSX File - Lendware
- Manually Create a New Contact
- Transfer a Contact to Another Team
- How to Use Universal Search
- Quick Tips – Creating a Contact and Adding a Referral
- Exporting Contacts in Lendware
- Assign Related or Referral Contact
- Bulk or Batch Update Contacts