Contacts
Everything about contacts, importing, and organizing
- Copy a Contact
- Work with Contacts Marked Inactive
- Setup: Import Your Contacts
- Add Live Links to Contacts
- How to Manage Your Contacts
- How to Add Notes and To-Dos to a Contact
- VIDEO: Sort and Segment Your Contacts
- VIDEO: Pinning Important Notes
- VIDEO: Start a To-Do Plan on a Future Date
- VIDEO: File Attachments
- VIDEO: Handle Duplicate Contact Records
- VIDEO: Related Contacts
- VIDEO: Import Notes
- VIDEO: Print Mailing Labels Like a Pro
- VIDEO: Enter a Second Mailing Address
- VIDEO: Working With Your To-Do List
- VIDEO: Referral Trees
- VIDEO: Notes Overview
- How to Add Important Dates to a Contact
- VIDEO: To-Dos Overview