Watch our thorough, in-depth functionality testing of every part of the Contacts feature. 

In this video you will learn how to:

  • How to view all contacts 
  • How to filter contacts
  • How to add contacts
  • How to export contacts to a CSV file 
  • How to view and edit a contact (I.e. tags, referral relationship, custom fields, contact details etc.)
  • How to create a task
  • How to add a note 
  • How to send an email
  • View timeline of client 
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