Contacts and People Management
Learn how to manage contacts and advisors inside CX
People ManagementA unified CRM-style hub for managing all plan, company, and contact relationships in one place.
Managing Contacts in BulkLearn how to use bulk actions on contacts.
Reassigning A Contact's Company or Plan AssociationsLearn how to re-assign companies or plans from one contact to another.
Company, Plan, or Deal Specific Quick ActionsLearn about quick actions you can perform when viewing a contact.
Custom Data Fields for ContactsLearn how to create and use custom data fields for contacts