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  1. REI BlackBook
  2. 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
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