Lead Profile

• Custom Fields
• File Attachments
• How to Manually Log Calls on the Desktop
• How to Organize and Collapse the Person Sidebar
• Manually Adding a Contact
• Phone Number Labels

See all 10 articles

Creation & Management

• Contact Relationships Overview
• Auto-tags
• Collaborators
• Contacted/Not Contacted Status
• Deleting a Contact
• Lead Deduplication

See all 12 articles

Deal Tracking

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

People Screen

• Export Contacts to a Spreadsheet
• Mailing Labels
• Mass Actions
• People View - Using the People Screen

Tasks

• Creating Follow Up Tasks
• View Completed Tasks