In your CRM system, you can easily control and change the information of your contacts as you like. Each contact's card gives you many choices to handle their details well. You can add or take away labels, include them in automatic processes, make calls, send messages, write emails, and more. This gives you the ability to make your own choices and create better connections.
1. Please start by selecting 'Contacts' on the menu
2. Followed by choosing 'Smart Lists'
3. You may now select the desired contact person
4. You will view the detailed info for the selected Contact Name
5. To explore more, switch between different contacts here
6. Next, click on the 'Contact Info Tab' for detailed info
7. Contact Data 'First Name'
8. Contact Data 'Last Name'
9. Contact Data Email' address
10. Contact Data 'Phone number'
11. Contact Data 'Date of Birth'
12. 'Tags' for the contact
13. You may explore 'Opportunities' through this selection
14. Lastly, observe the contact's 'Creation Details' for records
