Create or edit a contact

Use contacts to keep track of the people you do business with.

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View a contact

  1. Go to Contacts. (How do I get there?)
  2. You’ll see a list of your active contacts. You may need to scroll to see the whole list.

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It’s easy to get back to the customer data you were working with most recently. On the nav bar, next to Contacts, choose choose. Choose a name, and then get right back to what you were doing.

  1. Click or tap a person’s name to see the details for the contact.

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Create a contact

  1. Go to Contacts. (How do I get there?)
  2. Choose New.
  3. Fill in your information. Use the handy tooltips as a guide.
  4. Choose Save.

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Edit a contact

  1. Go to Contacts. (How do I get there?)
  2. Open the contact and change the information that you want.
  3. Choose Save.

See Also

Run a report

Import contacts

Use Bing Maps to view a location

Assign a record to a user or team

Deactivate or activate an account or contact

Quick create–Enter new contacts (or other data)–fast!

Keep track of notes, tasks, calls, or email with activities

Stay up-to-date with customer news with the activity feed