Contacts

Contacts


  1. Contacts, for this purpose, are your clients and prospective clients, as well as professional relations such as builders and designers.
  2. These can be directly accessed from the left-hand pane.
  3. Contacts will be sorted alphabetically by last name.
  4. Keep this Contact at the top of your Contact list by clicking the “Favorite” icon, which looks like this ☆.
 

    • Related Articles

    • How do I delete a contact?

      From your Contacts page: 1. Click on the Contact you'd like to remove. 2. Click on the three dots menu (...) toward the top right of the center pane. 3. Click Delete contact.

    • Creating a Contact

      Click on the Contacts tab on the left-hand menu. Click on + NEW (top right). Enter all the Contact information, paying attention to the required fields. The Company field is likely only necessary for a B2B relationship such as a builder or designer. ...

    • How do I create a contact?

      Click on the Contacts tab on the left-hand menu. Click on +NEW (top right). Enter all the General Information paying attention to the required fields. The Company field is likely only necessary for a B2B relationship such as a builder or designer. ...

    • The Dashboard

      The Dashboard, shown when you first log in, is where you can get an instant glimpse into the performance stats of your business. These graphs and charts will directly correlate to the timeframe you choose at the top. Click the Settings icon to adjust ...

    • Setting Up Your Profile Information

      1. Once you open the program, you will automatically land on the Dashboard page. a. This page will be more important once there are projects loaded into your system. b. Dashboard details will be addressed later. 2. Click on the Settings tab on the ...