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Understanding Contacts: Learn how contact records centralize your interactions with individuals at Company Locations.
Selecting a Contact: Access specific contact details by clicking on the contact's name within the list.
Filtering by Contact Type: Utilize the three-bar icon to categorize contact records by type.
Efficient Searching: Swiftly locate specific contact records using the search function.
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Exploring Contact Record Functionalities
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Record Exploration: Access the details of a contact record to explore its associated Information, Leads, Projects, Documents, and Notes.
Effortless Communication: Initiate calls, send text messages, or email directly from the contact record.
Navigation Assistance: Utilize the "Maps" feature to receive directions and navigate to the associated company location.
Favoriting Contacts: Mark important contacts as favorites by selecting the star icon.
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Create a New Lead: See here for more details on how to create a New Sales Lead directly from the contact window in the mobile app.