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Customer Management
FREE SIGNUP
Features
Getting Started
Getting Started
Overview
Why use Contacts?
Key notions
Initial Setup
Import Contacts and Companies
Setup My Team
Sharing Data and Access Rights
Client Info and Activity
Client Details
Contact Data Fields
Company Data Fields
Custom Fields
Unified View of Activity
Notes & Call Logs
Tasks
Calendar Events
Attached Files
Linked Records
Sales Deals, Quotes and Invoices
Forms
Jobs
Projects
Organizing Contacts and Companies
Managing Data
Classification in Groups and Regions
Ownership Assignment
Data Administration: merge, export, delete, etc..
Geographical Location
Address and geo-coordinates
Map view
Nearby contacts and companies
Pre-defined and Personalised Views
Recent
Leads
Favorites
Custom Views
Communications
Contacting
By email, phone, skype, etc..
Group and mass mailing
Email templates
Options Menu Reference
The Options menu is accessible from the Contacts web app Left Pane.
General tab
Groups and Regions
Email Templates
Custom Fields
Custom Views