Overview of Sales Force Management via Contact View

Location: Contact View

Overview: You can conveniently create, work with, and update all of the relevant sales force management objects such as call logs, events, notes,  opportunities, tasks, and more—all from within the context of a contact record.

Watch: In this quick overview video, we show the ease and convenience of working with your sales force management tools all from within the context of the contact record.   

Click the Next button to continue through topics on Sales Force Management via Contact View or click here to go to a linked index of help topics for Contacts

Popular Contact Management Topics

• Getting Started - Importing Contacts
• Creating Lists in Contacts
• Find and Edit Contact Information
• Custom Contact Fields
• Sales Force Management via Contact View