What is a Related Contact?
The Related Contact field is used to associate this Contact or Opportunity to an existing contact. This could be a Designer, a Builder, or an actual relative such as a husband or wife.
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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. ...
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.
Contacts
Contacts, for this purpose, are your clients and prospective clients, as well as professional relations such as builders and designers. These can be directly accessed from the left-hand pane. Contacts will be sorted alphabetically by last name. Keep ...
Can I get a refund on my subscription?
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