Contact record overview

The Contact Record

The Contacts Tab is the database containing all of the information related to the contacts in your account.  Each record contains all the personal, business, and demographic information related to each contact.

The Contacts Tab allows you to add and delete records, create and manage groups, view and manage email status, conduct searches, add and manage deals, and view history of activities, emails, and deals.

Custom Fields and all Demographic Fields can be viewed by clicking on the More Details dropdown, located below the primary fields.

  • Star for Important contact
  • Add Contact
  • Add to Group
  • Delete
  • Change view - Details/List

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