- 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
Search Contacts
STEP-BY-STEP
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1You can search for contacts by entering part of their name, email address, phone or mobile into the keyword text box
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2You can also use it to search by entering part of your first and last name
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3Matching contacts will start to appear as you type
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4Click any contact to jump directly to the contact
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5Or use the Search Button to display a listing of all matching contacts
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6Use other filters such as Company Types, Companies, suburbs, state
