Sales
Search Contacts

Contacts

You'll notice that by default, accounts have no contacts saved. That is because we want to only save the contacts that you'll be reaching out to.

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The account must already be linked for this to work

Search Contacts

Search

You'll need to search for contacts and click on the action button to save the contact information. Before you do, you can

Create Contact

Sometime, you might know of some contact working for a prospect that was not returned in the search. In order to create one, you can simply create a new contact and add all the information you know about them.