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Contacts

  • How to input Multiple Phone Numbers for a Contact?

    Multiple Phone Numbers for a Contact allows users to efficiently manage multiple phone numbers for a single contact efficiently, thereby...
  • Bulk Add and Remove Tags from Contacts

    These features provide enhanced control over bulk actions for tags, allowing for more efficient management of contacts. You can easily,...
  • Configuring Searchable Fields for Objects (Coming Soon)

    This feature allows admins to configure which fields are searchable for their location.  Once updated, this change reflects for all...
  • Importing Contacts and Opportunities via CSV (Coming Soon)

    The “Import Contacts and Opportunities” feature allows you to efficiently import both contacts and opportunities from a CSV file. You...
  • Associating Contacts using Custom Labels (Coming Soon)

    This feature allows users to associate multiple contacts with one another using custom labels. This is particularly useful for businesses...
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