Add a new Contact to your Address Book, from anywhere and with as much detail as you wish. Add a New Client Go to your Address Book to create a new Client file: Click New Contact Enter the client’s information: Select Person if it’s an individual Select Organization if it’s a company or an association […]

Create your own list of Lead Sources! From Trade-shows to Social Media campaigns to Referral Programs, you will always know how your client’s came to find you. Add a New Lead Source Go to your Admin Panel and select the Lead Source, found under Sales and CRM.   Click Add Lead Source and your will see a textbox appear Enter […]

1. Create or select the Custom list of contacts you would like to export (see Create Custom Lists) 2. Go to Options -> Export Contacts… 3. Select the fields you would like to export. All the fields that appear in the right-hand panel are the default fields that will be exported. If you would like […]