To access the Contact Database, click the Contacts button on the left-hand sidebar. This will lead you to the Contact Records Home.
Contact Records are profiles for individual people and businesses in your database.
From your Contact Records Homepage, you can:
- Manually add a new Contact
- Search Contacts
- Filter contacts alphabetically by full name, first/last name, contact ID (CID), or email
- View your total contact records, a visual heatmap of contacts, and number of contacts added by month
- Access Contact Profiles