Understanding Your Contacts and Contact Profiles
Learn about contact records, profile details and activity history.
Contact and Communications|1.5 min|Presented by Andrew Williams
0:00 / 0:00
Downloadable Resources
360-Degree Contact View Field Manual
1.6 MB • PDF Guide
What you'll learn
- How to distinguish between Business Owner Prospects and Referral Sources
- How to manage contact profile details, interaction histories, notes, and tasks
- How to track the Nurture Permission field for automated follow-up communications
- How contact records differ from active pipeline opportunities
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