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Contacts & Properties
Contacts & Properties
Learn about Contacts and Properties, what they're useful for and how to manage them
Aimee avatarShannon avatarPaullette avatar
By Aimee and 2 others3 authors13 articles

Contacts


Creating a New Contact
How to Update a Contact Card from a Lead or Process Page
Adding Contacts to a Lead

Properties


Creating a New Property
Adding Properties to a Lead
Multi-unit Properties - How to Use Units
How to Edit Property Information

Removing/Merging Contacts & Properties


How do I Remove a Contact or Property from a Lead?
How do I Delete a Contact or Property Entirely?
Merging Leads, Contacts, and Properties

Advanced


Managing User Permissions for Contacts & Properties
Searching for Leads, Contacts, and Properties
Filtering by Custom Field
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