The workspace allows Users to easily view and edit contact details, relationships, analytics, interactions, and more. In the Contact view, search and select a contact to view the Contact Workspace. Complete the New Contact form and click Create.Click the Plus (+) icon and select Contact.Users can use this menu as a shortcut to create system records related to the contact. Click the Ellipsis (…)icon corresponding to a contact to open a list of contextual actions.Click the row corresponding to a contact to view the Contact Workspace.Select the checkbox(es) corresponding to the desired contact(s) and click the Export icon to export the contacts data to a.Click the Plus (+) icon to add a new record (account, contact, case, lead, opportunity, product, or a custom record type).Users can perform the following actions in the Contact list view: Contact List ViewĬlick Contact from the left panel to view all contact records in Nextiva CRM. Associate accounts, cases, and opportunities to contacts to create relationships between the records for easy access to related information. A contact is a Nextiva CRM record used to manage information about individual people.
0 kommentar(er)
