BIGContacts Help Center
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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
  • Delete a Contact
  • Insert a Business Address/Office Address to a New Individual Contact
  • Link / De-Link 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
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Categories

  • Getting Started
  • Security
  • Contact Management
  • Contact Lists
  • Email
  • Team Calendar
  • Tasks & Workflows
  • Reports
  • Marketing Module
  • Integrations & Add-ons
  • Sales Pipeline
  • Account Admin
  • Mobile View
  • Troubleshooting
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