Frequently Asked Questions

Contact Manager

Contact Manager lets you consolidate and manage contact information in one location. You can track and review order history, manage follow-up notes, and record communications for each contact.

More Contact Manager FAQ and Articles

Contact Manager Articles

Setting up Your Contact Manager

You can consolidate all your contacts' details and history in one place with the...

Managing Tasks in Contact Manager

Tasks are your tool for staying in touch with your contacts. You can create tasks for...

Viewing and Editing Contact Details

You can view a contact's details including contact information, sales, notes, and...

Managing Notes in Your Contact Manager

Here's the lowdown: You can manage your Notes page view to track the progress you've...

Adding a Contact Manager Signup Option to Your Website

Make it simple for users to subscribe to your email newsletter. You can add a link...