Navigating the Contacts page

This article will serve as a basic walkthrough for the contacts page. 1. Accessing the Contacts Page Begin by locating the icon featuring two people in the left menu. This icon is appropriately labeled “Contacts.” Click on it to enter the Contacts page. 2....

Contact Tags vs. Contact Types

Understanding Contact Tags and Contact Types  In this guide, we’ll explain how to use contact tags and contact types and explore how they can be effectively utilized. Contact Types: Defining Fundamental Roles Contact types are like big groups that help you...