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  1. Follow Up Boss
  2. Contacts & Lead Profiles

Contacts & Lead Profiles

Creation & Management

  • Collaborators
  • Manually Add a New Contact
  • Delete A Contact
  • Merge Contacts
  • Search
  • Tags
  • See all 9 articles

Lead Profile

  • Timeline
  • How to Organize and Collapse the Person Sidebar
  • Custom Fields
  • Linking Spouse Profiles
  • File Attachements
  • Phone Numbers and Labels

People Screen

  • Mass Actions
  • Exporting Contacts
  • Mailing Labels

Tasks

  • Quickly Create Follow Up Tasks
  • View Completed Tasks
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