Contacts
In this topic
- AI Summary
1 article
- Cases
1 article
- Client Access
1 article
- Communications
1 article
- Details
1 article
- Files
1 article
- Invoices
1 article
- Notes
1 article
- Tasks
1 article
Articles
Contacts
A contact is any person you coach or are talking to — current clients, past clients, leads and prospects. The Contacts page is where you add new people, filter your pipeline and open each contact's full record.
Contacts