Step By Step
Find a contact can be done via different options:
Option 1 | |
|---|---|
•Use the search box on the top of the screen and type contact name | |
•Then open the contact by clicking on the contact name | |
Option 2 | |
|---|---|
•Open the accounts which the contact belongs to | |
•Then hover the related list Contact and open the contact by clicking on the contact name | |
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