Record Management
- Adding a Memo to a Record
- Mass Deleting Records From a List
- Changing the Owner of a Record
- Adding a New Company Record
- Assigning a Job Order Priority
- Locate Records Created from the Contact Importer
- Profile Images on People and Company Records
- Updating Work History
- Adding a Related Company
- Closing Jobs in a Mass Format
- Hiding or Displaying Cards on a Datasheet
- Relating an Existing Contact to a Company Record
- Storing Social Media Profiles
- Job Order Workflow
- Using the 'Do Not Call' and 'Do Not Text' Options