Import and Export Contacts
Here is a video to show you how to import and export your Contacts!
Contacts Module – Contact & Smart Lists
Here is a video that will show you how to make both Contact Lists and Smart Lists.
Contacts Module – Introduction
This video gives you a quick overview on how to navigate the Contacts module: Find out here how to manage Contacts and Companies:
Contacts Module – Opportunity Types and Stages
Here is a video to help define Opportunity Types and Stages.
Contacts Module – Opportunities
Here is a video that will show you how to utilize Opportunity Types and Stages.
Contacts Module – Field Settings
Here is a video that will show you how to set up Field Settings.
Contacts Module – Contact Profiles
Here is a video that will show you how to view and edit Contact Profiles.
Contacts Module – Form Customization
Here is a video to assist with customizing Contact forms!