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Contact and Account Management
Contact and Account Management
Contacts
What are contact fields and how to customize them?
How do I add multiple email addresses and phone numbers to a Contact?
How to add and use contacts?
How to merge contacts?
How to clone contacts?
How to assign contacts to users?
How to capture website visitors as contacts?
See all 25 articles
Record Management
How to transfer records?
What will happen once you forget a record?
How to bulk assign contacts, accounts, and deals?
How to add tags to records?
How to identify duplicate contacts using Freddy AI?
How to restore deleted records from the recycle bin?
How to add files?
See all 13 articles
Accounts
How to use accounts
How to add accounts
What are the default account fields and how to customize them?
What are the default views for accounts?
How to use deal value and custom views to prioritize my accounts
What are the bulk actions for accounts?
How to create custom views for accounts?
See all 14 articles
Field Edit History
How to track Field History of Contacts and Accounts?
How to track Field Edit History of Deals?
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