Contacts

Documents
Thu, 19 Oct, 2023 at 10:16 AM
Smartlists
Sat, 28 Oct, 2023 at 2:21 PM
Contact Type
Contact Types are like categories, labels, or groups you allocate to your contacts for easier and more useful segregation. They can be customized to suit yo...
Sat, 21 Oct, 2023 at 7:29 AM
Followers
The ‘Followers’ feature for Contacts and Opportunities allows multiple users to follow and access the same record. This provides you the ability to add up t...
Mon, 18 Mar, 2024 at 1:52 PM
Internal Tasks for your Team
More Tutorials from the Community https://youtu.be/QjncCeaa1y8 https://youtu.be/h3SGywAkIyY https://www.youtube.com/watch?v=QVUKrpakcDA https://youtu.be...
Wed, 14 Feb, 2024 at 8:48 AM
Workflow - Adding and Removing Followers for Contacts
Utilize the workflow actions "Add Contact Followers" and "Remove Contact Followers" to update followers for a contact automatically. Thi...
Mon, 1 Apr, 2024 at 5:06 AM