The platform includes many search options to help locate customers. Basic searches allow for easy access to contacts, accounts and tasks. Advanced searches ...

Each contact is owned by a specific user within the system, this ownership allows the user to access the contacts, add notes and review the contact history....

Profiles allow you to apply additional information about contacts and accounts than basic contact information. Some examples of profiles are number of emplo...

Overview Organizing contacts into an account/company is the most efficient way to group multiple contacts that are a part of the same company. Using the ac...

What will I find in this article? Edit Notes Calendar Quick Actions Delete Edit To edit an existing record contact information sel...