General > Contacts

Contacts

The contacts area is where you can view contacts and companies, take bulk actions, and utilize smart lists to sort contacts into categories. Not only will the contacts list be a great area to store your email list for newsletters, its where you can sort and store all sorts of information on your contacts to make accessing records easier than ever.

Learn about how smart lists can help you find the right contacts, how to view contact records, and how to take bulk actions.

1 Subcategory | 7 Articles

Learn about bulk actions and how to see your bulk action history, seeing past and scheduled bulk actions along with details about those actions.

Learn about how you can view deleted contacts and restore them if you need to recover any information.

Learn about tasks, including how to create and assign, view associated details, and complete them.

3 Articles

Learn about companies and how to create associations between individual contacts and companies.

3 Articles

Learn about viewing and making updates to your Smart Lists to make locating contacts easier for you and your team.