What are Contact Records?
A contact is any person with whom you have a relationship. A contact record stores information for the person, such as name, address, phone number, secondary contact, home address, and much more. You use contact records for almost every task in ACT!; for instance, you can link the records of contacts belonging to the same company, schedule meetings and phone calls with contacts, and link individual contacts with business opportunities.
In this section, you will learn how to:
- Manage contacts
- Create a new contact record
- View history items
- Create history items
- Attach files to a contact record
- Take notes
- Delete a record
- Find contacts
- Customize a contact list
- Print your contacts
Comments