Accounts & Contacts

• Get the Most From Your CRM (Webinar)
• About Account Tags
• About Contact Groups
• About Contact Tags
• Account and Contact Hierarchies
• Add Account Tags
• Add Contact Tags
• Add Tax ID Numbers to Accounts
• Add, Edit, and Remove Event, Series, and Account Notes
• Create a Contact
• Create a Contact Group
• Create a Custom Account List/Report
• Create a Custom Contact List/View
• Create an Account
• Create and Manage a Contact's Booking Portal Account
• Edit a Contact Group
• Edit a Contact Tag
• Edit Account Information
• Edit an Account Manager
• Edit an Account Tag
• Edit Contact Information
• Export a Contact Group
• Flag an Account as Requiring a Purchase Order Number
• Inactivate Accounts and Contacts
• Merge Duplicate Accounts
• Merge Duplicate Contacts
• Move a Contact to a Different Account
• Remove a Contact Group
• Remove an Uploaded Document or Link
• Tag a Contact