Lead Profile

• Change Log
• Custom Fields
• Homes Tab in FUB
• How to Manually Log Calls on the Desktop
• How to Organize and Collapse the Person Sidebar
• Lead Profile: File Attachments

See all 13 articles

Creation & Management

• Contact Relationships Overview
• Auto-tags
• Collaborators
• Deleting a Contact
• Lead Deduplication
• Merge Contacts

See all 11 articles

Deal Tracking

• Deals Overview
• 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 Overview

Tasks

• Quick Follow Up Tasks
• View Completed Tasks