With Contacts and Deal Summary page, access all of your client, deal, and prospect data in just a few clicks.
Contacts are automatically created when you add someone to a deal. You can also add contacts ad-hoc from the Contacts tab within your top-level navigation in the left-side menu drawer.
Watch & Learn
1 | Retrieve or Update Contact Information
From the Contacts view click on any name to view that Contact's details.
Use the search bar to search for a specific contact or filters to view a specific set of contacts.
2 | Log Notes, Activities, Calls etc.
Select Log Update in the right corner of any Contact view to add a note or log an activity. Each note or activity is time stamped.
3 | Merge Contact Records
Have duplicate contacts? Simply open one of the records, select Combine, and search which contact you want to merge with.
Then select which details from the two records you want to keep by checking the box next to the details you want to retain.
Select Confirm then do a final review of the new deal record before saving.
Tip: Add your custom tags to group contacts as needed. A tag can be created on any contact record, then once added can be applied to all other contacts.
Then use the filters to sort Contacts by the tags you've created
