Defining Company Contacts

    

Easily manage people associated with each company, from clients and suppliers to training providers. Contacts ensure you have the right details saved and tagged for clarity.

This guide covers:

  • Opening the Company Contact Tab
  • Adding new contacts
  • Ensuring the Contact option is selected
  • Completing contact details
  • Using tags to group or label contacts

Keep your network crystal clear with tags and tidy contact lists.