Work with Your Leads via Contact View

Location: Contact Management/Leads/Contact View

Overview: You can conveniently create, work with, and update all of the relevant sales force management objects such as call logs, events, notes,  opportunities, tasks, and more—all from within the context of a contact record.

Watch: In this quick overview video, we show the ease and convenience of working with your sales force management tools all from within the context of the contact record.   

Click the Next button to go to the next module in this course or visit the Course Content page for an overview and linked index of all the help topics in this course.

Related Topics:

• How to Create a Call Log via Contact View
• How to Create an Event via Contact View
• How to Create a Note on a Lead Contact
• How to Create an Opportunity via Contact View
• How to Create a Task on a Contact via Contact View
• Review a Contact’s Completed Forms via Contact View
• Review Activities Section in Contact View via Contact View
• Working with Sales Force Management Using the Finders

Popular Topics:

• Manually Add a New Lead in Full Partner
• How to Find Your Lead Contacts
• How to Update Contact Info for a Lead
• Set Your Time Zone in Your Full Partner Contact Profile
• Set the Time Zone for a Lead Contact