Information about Account and Contact Management
Description: The new feature has been introduced where now we can see the archived list for contact, account and policy. Navigation:Â Navigate to contacts module
In this article, you will learn: How to add a Contact? How to Delete Multiple Contacts? Contacts Automation To Trigger Automation How to Select table
In this article, you will learn: To view full contact details from the Contact 360 section: To view full contact details from the Pipeline Manager
The smart search feature is designed to ease information access of your contacts, instead of skimming through the humongous stores of data files. You can
In this article, you will learn: The warning message will pop up saying: While deleting a contact, users will receive a warning message that will inform what all
The search option has become smarter! Now you can search by name or number in all three sections- Contact, Policy, Account, and Deal Card. To
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