Contacts
- Purchasing Your Custom Texting Number
- Merging Duplicate Contacts
- Uploading Documents Related to a Contact
- Capturing Email Correspondence
- Viewing a Contact's Activities & History
- Recording Prospecting Activities for a Contact
- Entering Notes for a Contact
- Adding a Contact to the Business Directory
- Assigning an Activity Plan to a Contact
- Creating a Contact-Specific Keep In Touch Event
- Viewing a Contact's Keep In Touch Events & Activity Plans
- Keeping Track of a Contact's Properties
- Deleting Contacts
- Texting Individual Contacts
- Using List View
- Exporting Contacts from IXACT Contact
- Exporting Contacts for Import into IXACT Contact
- Capturing Leads
- Self-Serve Contacts Import
- Importing Contacts
- Adding a Contact
- Using the Contacts List
- About Contacts