What you will learn
Contact records contain any and all information regarding a prospect or lead.
Not only can personal information be stored in your records, but also the actions and interactions that you've had with a prospect or lead.
Learn how to create contact tabs and contact fields that help you organize your contact records.
Learn how to manually add contacts into your contact management system, as well as discover how to import contacts to your system from a CSV video.
Discover the importance of tags & Sources and learn how to add them to your contacts.