Create A Contact
1
Open Contacts
Under Core Modules, select Contacts.
2
Start a contact
Select New Contact.
3
Enter the details
Complete the fields shown in the contact form.
4
Save the contact
Finish the form to add the contact to the workspace.
Find A Contact
Use the search box and filters above the contacts table. Select a row to open the contact details and related activity.Restore A Deleted Contact
1
Open the deleted view
In Contacts, switch to the deleted records view.
2
Select the contact
Choose the contact you want to restore.
3
Restore the record
Select Restore Contact.