Contacts

Contacts Delete a contact Delete a contact that is a duplicate or is no longer needed. Steps Open Contacts and select the contact you want to… Contacts Search, filter, and sort contacts The Contacts list includes search, filters, and sorting so you can find the right person quickly. Search Open Contacts. Type into the… Contacts Give a contact portal access Portal access lets a contact log in to your customer portal. When you enable it, the system emails the contact an invitation… Contacts Edit a contact Update a contact when their details change, such as a new role, phone number, account, or owner. Steps Open Contacts and select… Contacts Create a contact Create a contact to track a person you work with at one of your accounts. Steps Open Contacts from the main navigation.… Contacts Contacts overview Contacts are the individual people you work with at your accounts. Every contact belongs to an account, so you always know which…