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REI BlackBook
Contacts
Contacts
Manage all your company's contacts, relationships and interactions with customers and leads.
Smart Contacts
Apply Sources To Contacts (SMART CONTACTS)
Adding a Profile Picture to a Contact (SMART CONTACTS)
Adding a Contact Tab to a Contact (SMART CONTACTS)
Export Contacts (SMART 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
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
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