Contact Management Course Overview:

Introduction: There are a variety of contacts you can have in your account. We now can differentiate between Person and Company contacts, as well you can combine them into one finder to work with both.  Within these types of contacts you may also have General Contact Records, Customer Accounts, Administrative Access and Limited Administrative Access Accounts. On the  horizon we will also have a finder dedicated to Leads and Prospects and dedicated access settings just for your sales team.

In this Course we cover a range of topics that are relevant to contacts. This is a changing topic so visit back soon to find additional information as we roll out new features.

Click Next to get an overview of the Content Management Section or you may jump ahead to a specific topic by visiting the Course Content page for a linked Index.

Common Questions

• How to import Contacts?
• What is the importance of the Customer Member Group?
• How to import Customers and Invite to Create New Sign In Account Access

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