All you need to know about contacts
- What is Contacts?
- How to create a contact
- How to manage the contact list
- How to view and manage information from the contact dashboard
- How to add a person to a contact file
- What is the Client portal?
- Discover Contacts Reports
- How to invite contacts to the Client portal
- How to update your contacts in bulk
- Set Default Options in Contacts to Save Time
- How to create and manage custom fields