Lead Profile

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

See all 10 articles

Creation & Management

• Contact Relationships Overview
• Auto-tags
• Collaborators
• Contacted/Not Contacted Status
• Delete a Contact
• Merge Contacts

See all 11 articles

Deal Tracking

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

People Screen

• Contact Export
• Mailing Labels
• Mass Actions
• People View - Using the People Screen

Tasks

• Creating Follow Up Tasks
• View Completed Tasks