Adding Contacts

Managing your follow-up Contacts

How to add a new contact
The most common task a user will be performing is adding a new contact. This is easily done directly from the dashboard. Contacts can be added by clic...
Thu, 1 Jan, 2015 at 1:52 PM
Update an existing contact
When following up with contacts assigned to you as a user, you will often need to update their contact information, as well as follow-up status. To up...
Thu, 1 Jan, 2015 at 1:57 PM
Have contacts add themselves
As a Fuze user, sometimes you may have the opportunity to have a contact enter their own information directly into the system rather than entering yourself ...
Thu, 1 Jan, 2015 at 1:59 PM