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Contacts & Properties
Contacts & Properties
Contacts & Properties
By Shannon and 2 others
3 authors
14 articles
Contacts
Creating a New Contact
How to Update a Contact Card from a Lead or Process Page
Adding Contacts to a Lead
What's the Difference Between a Contact and a Lead?
Properties
Creating a New Property
Adding Properties to a Lead
Multi-unit Properties - How to Use Units
How to Edit Property Information
Deleting or Merging Contacts & Properties
Merging Leads, Contacts, and Properties
How do I Remove a Contact or Property from a Lead?
How do I Delete a Contact or Property Entirely?
Searching For & Filtering Contacts & Properties
Searching for Leads, Contacts, and Properties
Filtering Properties & Contacts by Custom Field
Managing User Permissions for Contacts & Properties
