Basics Product updates Dashboard Projects Calendar Tasks Planner Contacts Customer portal Quotes Orders Invoices Expenses Purchase orders Bills Budgets Marketing News Feed Files Media Reports Administration Integrations Settings Import/Export
Contacts Video: Contacts How to use Contacts The list of companies Adding, modifying and deleting a company The list of people Adding, modifying and deleting a person Merging contacts Contact tags and categories Customer portal – as an administrator
Video: Contacts How to use Contacts The list of companies Adding, modifying and deleting a company The list of people
Adding, modifying and deleting a person Merging contacts Contact tags and categories Customer portal – as an administrator