Contacts

Path: Website - Navigation Bar - People - Contacts

What are Contacts?

Contacts are your company contacts. From area allows users to see, edit, add, and delete contacts.

Searching for Contacts

The top of the contacts page contains a search feature. Any of the fields can be used to search contacts.

Use as few or as many field criteria as needed.

Max Results controls how many results are returned. Adjust as needed.

Notice the More >> in red towards the bottom right of the search area. This will open up and allow searches involving custom fields.

The bottom half of the contacts screen shows search results.

Search Results and Contact Icons

Click on the company name, contact name, or address to edit a contact.

Click the phone number to add phone numbers.

Icons to the right provide easy access to contact functions. Hover over icon to see a tool tip. These are listed below.

Notepad - Edit the contact

Red X - Delete contact (may or may not be enabled depending on access level)

Peach + Sign - Add new opportunity

Green + Sign - Add Followup

Journal - Create event form for contact

Clock - Create a future appointment (beta)

Checkbox - Use this to select multiple contacts at one time. Additional options will drop down on top of the search results. These actions include sending a Text, adding a sales rep, removing a sales rep, changing a contact type, or merging 2 contacts. You can also select whether to deal with just the items selected or all records in your search query.