Adding a contact tab to a contact in REI BlackBook is a straightforward process that enhances your CRM capabilities, allowing for better organization and more efficient management of your contacts.
Objectives
In this support article, you will learn step-by-step how to add a contact tab to a specific contact.
Video
We have created a short video to show you how to add a contact tab to a specific contact.
Don't have time to watch the video? Follow our step-by-step instructions below.
Steps
1. Log in to your account and click on Contacts located at the top of your dashboard menu.
2. You will be directed to your contact management system, you will see a list of your contacts. Click on the name of the contact to whom you want to add a tab. This will open the contact’s profile.
3. Inside the contact’s profile, on the right card hover over the Contract Tab(s), this will reveal a button. Click on it.
3. Click on the box(es) on the right of the tab(s) that you want to add. Then click on update to save!
Thank You!
We appreciate you taking the time to learn how to add contact tabs! For questions, please contact us at support@reiblackbook.com.