- 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
Navigate to the Contacts Module
STEP-BY-STEP
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1Go to Admin > Contacts > Contact Listing