How to view Contacts

View your contacts’ address book, related leads, bookings, files and activity.

1. From your dashboard, select the Contacts icon

2. Search for Contacts in the Address Book. They are ordered and alphabetized using the Name field. For contacts without a Name, these can be found at the bottom of the list. The "Text" searched for will show results in the Name and Email fields.

3. Click on a Contact to view additional information for them such as related Leads, Bookings and Files.

4. You can also Send an email to the Contact, using the ✉ icon.