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102: Contacts - Searching and Editing Existing Contacts

Aspire Software avatar
Written by Aspire Software
Updated over 10 months ago

The below video reviews the Contacts module within Customer Relationship Management (CRM), specifically searching and editing existing contacts!

In the video, you'll:

  • Learn how to search for contacts

  • Review the fields on a contact record

  • Learn how to edit an existing contact

Sections

0:00 Intro

0:47 Searching for a Contact

2:08 Editing And Defining Contact Fields

6:05 Reviewing an Employee Contact

6:42 Review

Training Video

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