Contact Details - Overview

This article provides a comprehensive guide to managing contact data within your CRM, detailing how to navigate contact cards, utilize various management tabs, and apply customizations to enhance personalization and relationship building.

Contact Details - Information Panel

This article explains the various tabs available in the contact information panel of your CRM, covering how to track activities, manage tasks, take notes, and schedule appointments for each contact.

Contact Details - Attach Files To A Contact Record

This article guides you through creating and adding a custom field to your Contact or Opportunity details in your CRM, including steps for file uploads and setting field parameters.

Contact Details - Messages Panel

This article details how to utilize the messages panel in your CRM to manage communications, featuring functionalities like calling, assigning contacts, marking messages, and sending messages directly from the interface.

Contact Details - Multiple Phone Numbers for a Contact

This article explores the "Multiple Phone Numbers for a Contact" feature in your CRM, detailing how to add, manage, and utilize multiple phone numbers for enhanced contact management and communication efficiency.