Contacts linked to a company can also be viewed in the Contacts section tab of the Company screen. Any activities added to a contact are automatically associated with the company.
You can navigate between contacts using the Previous and Next buttons () at the lower-right of the screen.
Use the Search function to find specific contacts or filter records. From the Contact screen, you can also create documents, send emails, and generate follow-ups.
Contact
The Contact screen provides an instant snapshot of all communication and interaction with a person. Here, you can manage contact details, track activities, and access GDPR-related documentation.
The Contact screen provides an instant snapshot of all communication and interaction with a person. Here, you can manage contact details, track activities, and access GDPR-related documentation-all from a single screen.
Contacts linked to a company can also be viewed in the Contacts section tab of the Company screen. Any activities added to a contact are automatically associated with the company.
You can navigate between contacts using the Previous and Next buttons () at the lower-right of the screen.
Use the Search function to find specific contacts or filter records. From the Contact screen, you can also create documents, send emails, and generate follow-ups.
Contacts linked to a company can also be viewed in the Contacts section tab of the Company screen. Any activities added to a contact are automatically associated with the company.
You can navigate between contacts using the Previous and Next buttons () at the lower-right of the screen.
Use the Search function to find specific contacts or filter records. From the Contact screen, you can also create documents, send emails, and generate follow-ups.
Related topics
Create a new contactEdit privacy settings for a contactMove contactsMerge contactsDelete contactsSend email to a contact