Contacts

Accessing the Contacts Page

Navigate to the Contractors section and under Clients Section click the “Contacts” Button.

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.