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Help Center

Manage your Contacts

You can search, view, and edit your contacts in the app.  

  • You can view contact details, orders, and activities.  

  • You will only see details for companies you have permission to see. You can search for contacts by going to your Home screen and clicking on search contacts.  

  • You will see contact and company name.  If you don’t have permission to view the contact, you won’t be able to view the details. The Contact details page includes the company, email, address, primary phone, lead source, and status.

  • You can click on the action menu to Add an Appointment, To-Do, or Edit the Contact.