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How to View Contact Records and Information

There are two areas where you can find contact information:

  • Leads & Contacts tab
  • Top navigation search bar


Leads & Contacts Tab

  1. On the left navigation, click Leads & Contacts > Contacts
  2. Use the search bar to quickly find your contact. 
    • Search by name, email, or phone number. 
  3. Click the name of the contact to view contact information.

 


Top Navigation Search Bar

  1. In the top navigation bar, use the search bar to quickly find your contact.
    • Search by name, email, or phone number. 
  2. Click the name of the contact to view contact information.



















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