Contacts

Creating and Managing Contact Groups

Organize contacts into groups for targeted communication and management.

Organizing Contacts with Tags

Importing and Exporting Contacts

Browsing the Lead Marketplace

Managing Leads and Opportunities

Setting Up Lead Alerts

Using Contact Custom Fields

Add custom fields to capture industry-specific contact information.

Understanding Lead Analytics

Managing Your Contacts

Forwarding Leads to Team Members

Purchasing Leads

Using the Lead Pipeline

Managing Your Purchased Leads

Understanding Contact Activity Timeline

Track all interactions and history with your contacts in one place.