Employees, Managers, Vendors, Customers, etc



Creating a ContactCreate new contacts or vendors for your account
Contact TypesWhat are Contact Types and how to apply them to your account
Searching & Filtering ContactsFind out how to search, filter and create reports for contacts
Merging ContactsLearn more about merging duplicate contacts found in your account
Contact Timeline - Upcoming & PastView Upcoming Notifications and Audit Log (past activity) for Contacts and Expirations
Archiving a ContactFind out how to disable or archive a contact
CompaniesLearn more details about "Companies", how to use them, and when to use them.
AudiencesFind out how to create an audience for specific contacts