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Accessing The Contacts

Overview: 

The Contacts feature lets you view and manage all your contacts in one place. This helps you organize, track, and communicate with your contacts efficiently.

Follow these steps to access Contacts:

Step 1: On your Dashboard, navigate to the Contacts tab under the Customers section. 
Step 1: On your Dashboard, navigate to the Contacts tab under the Customers section.

Step 2: Select a contact, then click on it. A contact record typically contains important details such as the person’s name, email address, phone number, company, and communication history. 
Step 2: Select a Contacts, then click on it. A contact record typically contains important details such as the person’s name, email address, phone number, company, and communication history.

Step 3: You will be taken to the Contacts section. Contacts are individuals stored in the system so businesses can manage relationships and interactions with them, such as customers, leads, clients, or business partners. 
Step 3: You will be taken to the Contacts section. Contacts are individuals stored in the system so businesses can manage relationships and interactions with them, such as customers, leads, clients, or business partners.
 

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