Contacts
Accessing the Contacts Page
Navigate to the Contractors section and under Clients Section click the “Contacts” Button.
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Overview
The Contacts page lets you view customer
Contact List Details
Each contact entry displays the following information:
Company: Customer's company name
Contractor: Customer's name
Type: Customer type
Contact: Default contact or first in the list
Tel: Telephone number of the default contact or first in the list
Mobile: Mobile number of the default contact or first in the list
Email: Email address of the default contact or first in the list
Department: Department of the default contact or first in the list
Functionality
Sorting: Sort contacts by Office.
Searching: Search by Contractor or Contact name.
Export Option
Export contacts to Drip by clicking the Export to Drip button.