Contact Records Home

To access the Contact Database, click the Contacts button on the left-hand sidebar. This will lead you to the Contact Records Home. 

Contact Records are profiles for individual people and businesses in your database. 

From your Contact Records Homepage, you can:

  • Manually add a new Contact
  • Search Contacts
  • Filter contacts alphabetically by full name, first/last name, contact ID (CID), or email
  • View your total contact records, a visual heatmap of contacts, and number of contacts added by month
  • Access Contact Profiles