Merging Contacts
Before you merge a contact, it is important to understand what changes will occur when you do so. When the two contacts are merged, any associated records that reference the contact will also be updated. For example, if we notice there are two entries for the same contact, maybe one is misspelled, and you merge said …
CRM Leads Page
Looking for a specific section? Use the table of contents below to jump straight to it! * The Overview Page * Notes & Tasks * Utilities * History When you add a lead, or click on a lead from the Leads menu, the lead’s overview page will load. It allows you to update information for the lead. You will see a menu …
