Contact Management
- Find and merge duplicate contacts
- How to link contacts to an organization
- Show contacts as an Organization or Contact name
- How to update contacts in bulk
- How to add and remove Tags for multiple contacts
- How to add/edit a contact
- How to customize the Lead source labels
- How to use predefined filters
- Focused User
- What is the contact's activity timeline?
- How to print a Contact
- How to handle Next Action conflicts
- How to download contacts as vCards
- How to Search Contacts and Activity
- How to save contacts to Google Contacts from OnePageCRM
- How to create a Call Note
- How to add/edit Twitter, Facebook or other profiles to contacts
- Importing contacts from Highrise
- How to move a contact from one organization to a new or existing one
- What is the Notifications area?