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

• How to Add Tags: Tutorial

• How to Edit Tags: Tutorial

• How to Delete Tags: Tutorial

• How to Add Tags to A Single Contact : Tutorial

• How to Add Tags to A Bulk of Contacts : Tutorial