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Contacts
Contacts
Organize and manage your clients, leads, and business relationships.
17 articles

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Using the Contacts App
Adding a People Contact
Adding a Business Contact
How to Export Your Contacts Data
Importing Contact Information via CSV Files

Contact Records


Using Your People Contact Records
Using Your Business Contact Records
Automatically Tag Contacts During Import
Creating Custom Properties for Contacts
Associating People and Businesses
Associating Deals
Reviewing InstaSites within Contacts
Reviewing InstaReports within Contacts
Creating a New Sub-Account within a Contact Record

Contacts FAQs


Using the Same Contact Information for Business and People Contacts
People Contacts vs Business Contacts
Why Can't I Edit Fields for an Active Sub-Account?
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