Contacts & Leads

Use Contacts and Leads to setup information about individuals or organizations that are related to your current business relationships or express an interest in your goods or services in the future.

Use Contacts and Leads to view a list of all of your business contacts. Use the filter bar to locate a specific contact and click Edit to make modifications or export a list of contacts for your review.

Click on New to enter a new contact. You can setup the following categories of information for each contact:

  1. Main - Assign an ID, name, type and general contact information including email and mobile phone.

  2. Addresses - Enter the primary address and any other addresses for the contact.

  3. Tasks - Enter any tasks related to this contact.

  4. Notes - Enter any internal notes or instructions related to this contact.