- Contacts Overview
- Navigate to the Contacts Module
- Search Contacts
- Advanced Search
- Contact Note
- Contact Groups
- Building Your Database
- Connecting a Contact to a Company
- Merging Contacts
- Linking Contacts to Companies
- Using Products of Interest in Advanced Search
- Sending an Email to an Individual Contact
- Edit Company Details via Company Setup
- Attaining Lead Reports
- Contact Matching Rule Site Setting
- Export Form Data
Contacts Overview
The contacts module provides a simple Contact Relationship Management (CRM) like application for your website. It captures all forms submitted and creates a database of contacts that can be segmented by the campaign, product of interest and other tagging factors.