Help Center


How To Manage Your Contacts

View Contacts 
 
  1. Click Contacts on the side menu
     
  2. Select All Contacts


     
  3. View contacts by type  and sort them alphabetically, by date, by lead source & by status 

Edit Contact 
 
  1. Click on the name 


     
  2. Click the pen tool


     
  3. Update contact 

Delete Contact 
 
  1. Click checkbox beside the name you want to delete
     
  2. Click on the Bulk Actions drop down
     
  3. Select Delete from Entire System