Contacts
Follow Section
- How to Create a Notes History Report
- How to Create Contact Layouts (Right Side)
- How to do a Mail Merge
- How to Add Fields to Contact Record (Left Side)
- How to Add a Note
- How to Schedule a Task/Activity
- How to search and find contacts using Quick Search bar
- How to Export Contacts
- How to Search using View All Contacts
- How to Search for contacts using a Lookup
- How to Check for Opt Out(s)
- How to Import Contacts into SalesNexus using a CSV or Excel File