Contact Management
- Assign a Task or ToDo
- Contact List View
- Customize your Contact Dashboard view
- Adding Contact Activity/History
- Add Custom Fields to a Contact Record
- How to Add Tags to a Contact
- How to Add Contacts
- Insert a Business Address/Office Address to a New Individual Contact
- Link / De-Link a Contact
- Delete a Contact
- Add New Individual Contact to a Business
- How to Customize and Assign a Contact Type
- Quick Search by Contact Name or Keyword
- Using the Note Pad
- Send a Letter
- Schedule a Meeting
- View the Total Number of Contacts in your Account
- How to Add an Opportunity to Sales Pipeline
- How to Create Mailing Labels
- Add a File / Photo