Contacts

In this Contacts section, there will be several tutorials on how to use as listed below.

  1. Manage Contacts

  • How to Add Contact: Tutorial

  • How to View Customer's Contact Profile: Tutorial

  • How to Edit Customer's Information: Tutorial

  • How To Assign Person In Charge (PIC) for Specific Contact: Tutorial

  • How To Set Role For New Team Member: Tutorial

  • How To Add Properties for Specific Contact: Tutorial

  • How To Filter Contacts: Tutorial

  1. Manage Tags

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