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  1. REI BlackBook
  2. Contacts

Contacts

Manage all your company's contacts, relationships and interactions with customers and leads.

Contacts Overview

  • Contact Management System Overview

Contact Record

  • Contact Record Overview

Contact Tabs and Contact Fields

  • Conditional Custom Fields
  • Contact Tabs/Contact Fields Overview
  • Create New Contact Fields
  • Create New Contact Tabs
  • Create Contact Fields Within Contact Tabs
  • Set Contact Tab As Default

Manually Add & Import Contacts

  • Manually Add A Contact
  • Import Contacts
  • Import Contacts with Custom Fields
  • Export Contacts

Tags

  • Tags Overview
  • Create & Edit Tags
  • Apply Tags To Contacts

Sources

  • Sources Overview
  • Create Sources
  • Apply Sources To Contacts

Search & Filter Contacts

  • Search & Filter Contacts
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