If the lead information are satisfied with what you expect? this can be converted to contact with the same lead information. You can create, import contact information in Contacts App.
Individuals who work for those customers or Business Entities are called contacts.
- Contact Creation
- Left Navigation
- Configuration features
- Reports
- Search
Contact Creation
- Entering data in contact creation page.
- When case is created through emails, simultaneously contact will also be created.
- Import contacts from CSV
- Import Contacts from Gmail.
When you enable contact sync, contacts can be created once you create in Google.
Left Navigation
- All Contacts
- By Queue
- To Follow up
- Directory
- By Type
- By Market
- By Territory
- My Views
- Shared Views
- Quick Links
Configuration Features
- Categories
- Collaboration
- Communication
- Contact Types
- Customize App
- Google App Integration
- Industries
- Markets & Segments
- Message Templates
- Quick Links
- Reports
- Salutations
- Security
- Tags
- Territories
- View Column Sets
- Views
Reports
Contacts App was last modified: November 2nd, 2020 by