Lead Profile

• Star notes and other timeline items
• Phone Numbers + Labels
• File Attachments
• Real-time Presence Indicator
• Timeline
• How to Organize and Collapse the Person Sidebar

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Creation & Management

• Auto-tags
• Collaborators
• Search
• Merge Contacts
• Delete a Contact
• Manually Add New Contact

See all 13 articles

Deal Tracking

• Creating Deals
• How can I add, edit, or delete my pipelines and their stages?

People Screen

• Exporting Contacts
• People View - Using the People Screen
• Mass Actions
• Mailing Labels

Tasks

• View Completed Tasks
• Quickly Create Follow Up Tasks
• View Completed Tasks