Contact Management
The section will cover areas such as creating tags, creating properties, importing influencers, etc...
- How to Create and Assign Managers
- How to Add & Rearrange Columns in Contacts
- How to Promote Prospects into Influencers
- How to Black List Influencers
- How to Create a Manager and Assign them as the Primary Contact
- How to Create Custom Properties
- How to Create Relationship Stages
- How to Create, Add and Filter by Tags
- How to Create Internal Tasks