Contacts

Contacts Overview

• How to switch between the New Smart Contact View and Original Contacts list
• Comparison of Original Contacts Version vs. New Smart Views in REI BlackBook
• Contact Management System Overview

Contact Record

• Adding a Profile Picture to a Contact (SMART CONTACTS)
• Contact Record Overview

Contact Tabs and Contact Fields

• Apply Sources To Contacts (SMART CONTACTS)
• Adding a Contact Tab to a Contact (SMART CONTACTS)
• Conditional Custom Fields
• Contact Tabs/Contact Fields Overview
• Create New Contact Fields
• Create New Contact Tabs

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Manually Add & Import Contacts

• Manually Add A Contact
• Import Contacts
• Export Contacts (SMART CONTACTS)

Tags

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

Sources

• Sources Overview
• Create Sources
• Apply Sources To Contacts

Manage Contacts

• How to Create and Use a Letter Template in REI BlackBook

Search & Filter Contacts

• Advanced Filters
• Search and Filter Contacts